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 | $461,109 | $176,056+161.9% | $159,436+189.2% | $167,490+175.3% |
| Participation rate | 78.3% | 84.9%-6.7pp | 82.8%-4.6pp | 82.1%-3.8pp |
| Annual return | 15.37% | 331.75%-316.4pp | 263.57%-248.2pp | 478.56%-463.2pp |
| Employer contribution / active EE | $1,196 | $5,297-77.4% | $4,829-75.2% | $4,837-75.3% |
| Participant deferral / active EE | $4,720 | $7,750-39.1% | $7,352-35.8% | $6,341-25.6% |
| Admin fee / account holder | $8,317 | $12,554-33.8% | $10,799-23.0% | $12,309-32.4% |