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 | $388,163 | $167,484+131.8% | $151,611+156.0% | $134,475+188.7% |
| Participation rate | 78.3% | 88.4%-10.1pp | 87.5%-9.2pp | 81.2%-3.0pp |
| Annual return | 12.41% | 7.80%+4.6pp | 3.33%+9.1pp | 417.96%-405.6pp |
| Employer contribution / active EE | $2,766 | $6,829-59.5% | $6,166-55.1% | $4,740-41.6% |
| Participant deferral / active EE | $8,921 | $8,986-0.7% | $8,363+6.7% | $6,400+39.4% |
| Admin fee / account holder | $16,476 | $13,783+19.5% | $11,616+41.8% | $11,426+44.2% |