See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $419,627 | $159,602+162.9% | $150,045+179.7% | $142,382+194.7% |
| Participation rate | 75.0% | 84.0%-9.0pp | 82.3%-7.3pp | 80.1%-5.1pp |
| Annual return | 17.86% | 70.24%-52.4pp | 62.55%-44.7pp | 217.08%-199.2pp |
| Employer contribution / active EE | $4,100 | $4,961-17.3% | $4,693-12.6% | $4,299-4.6% |
| Participant deferral / active EE | $13,870 | $8,310+66.9% | $7,997+73.4% | $6,507+113.2% |
| Admin fee / account holder | $1,130 | $14,846-92.4% | $13,435-91.6% | $12,624-91.1% |