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 | $433,926 | $163,101+166.0% | $136,749+217.3% | $142,382+204.8% |
| Participation rate | 80.0% | 78.2%+1.8pp | 72.1%+7.9pp | 80.1%-0.1pp |
| Annual return | 21.70% | 27.54%-5.8pp | 24.33%-2.6pp | 217.08%-195.4pp |
| Employer contribution / active EE | $6,628 | $4,117+61.0% | $3,400+95.0% | $4,299+54.2% |
| Participant deferral / active EE | $15,356 | $5,585+175.0% | $4,692+227.3% | $6,507+136.0% |
| Admin fee / account holder | $1,628 | $14,318-88.6% | $11,386-85.7% | $12,624-87.1% |