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 | $370,235 | $177,572+108.5% | $154,803+139.2% | $142,382+160.0% |
| Participation rate | 75.0% | 82.1%-7.1pp | 78.1%-3.1pp | 80.1%-5.1pp |
| Annual return | 15.40% | 65.07%-49.7pp | 58.88%-43.5pp | 217.08%-201.7pp |
| Employer contribution / active EE | $4,761 | $4,810-1.0% | $4,305+10.6% | $4,299+10.7% |
| Participant deferral / active EE | $11,325 | $6,272+80.6% | $5,540+104.4% | $6,507+74.0% |
| Admin fee / account holder | $10,634 | $16,786-36.6% | $14,329-25.8% | $12,624-15.8% |