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 | $308,569 | $209,411+47.4% | $178,490+72.9% | $158,922+94.2% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 10.83% | 188.75%-177.9pp | 151.07%-140.2pp | 302.83%-292.0pp |
| Employer contribution / active EE | $6,736 | $5,706+18.0% | $5,011+34.4% | $4,761+41.5% |
| Participant deferral / active EE | $4,076 | $5,954-31.5% | $5,202-21.6% | $5,982-31.9% |
| Admin fee / account holder | $9,143 | $17,074-46.5% | $13,984-34.6% | $11,246-18.7% |