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 | $301,621 | $177,572+69.9% | $154,803+94.8% | $142,382+111.8% |
| Participation rate | 91.7% | 82.1%+9.6pp | 78.1%+13.6pp | 80.1%+11.5pp |
| Annual return | 20.35% | 65.07%-44.7pp | 58.88%-38.5pp | 217.08%-196.7pp |
| Employer contribution / active EE | $2,802 | $4,810-41.7% | $4,305-34.9% | $4,299-34.8% |
| Participant deferral / active EE | $6,023 | $6,272-4.0% | $5,540+8.7% | $6,507-7.4% |
| Admin fee / account holder | $12,032 | $16,786-28.3% | $14,329-16.0% | $12,624-4.7% |