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 | $458,772 | $165,335+177.5% | $149,696+206.5% | $158,922+188.7% |
| Participation rate | 82.6% | 84.6%-2.0pp | 82.5%+0.1pp | 82.0%+0.7pp |
| Annual return | 10.35% | 348.15%-337.8pp | 276.60%-266.3pp | 302.83%-292.5pp |
| Employer contribution / active EE | $4,453 | $5,103-12.7% | $4,644-4.1% | $4,761-6.5% |
| Participant deferral / active EE | $8,032 | $7,181+11.9% | $6,842+17.4% | $5,982+34.3% |
| Admin fee / account holder | $2,417 | $10,807-77.6% | $9,309-74.0% | $11,246-78.5% |