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 | $415,263 | $159,602+160.2% | $150,045+176.8% | $142,382+191.7% |
| Participation rate | 85.7% | 84.0%+1.7pp | 82.3%+3.4pp | 80.1%+5.6pp |
| Annual return | 18.51% | 70.24%-51.7pp | 62.55%-44.0pp | 217.08%-198.6pp |
| Employer contribution / active EE | $2,542 | $4,961-48.8% | $4,693-45.8% | $4,299-40.9% |
| Participant deferral / active EE | $8,392 | $8,310+1.0% | $7,997+4.9% | $6,507+29.0% |
| Admin fee / account holder | $3,326 | $14,846-77.6% | $13,435-75.2% | $12,624-73.7% |