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 | $317,630 | $197,591+60.8% | $177,821+78.6% | $158,922+99.9% |
| Participation rate | 80.0% | 88.5%-8.5pp | 87.7%-7.7pp | 82.0%-2.0pp |
| Annual return | 24.02% | 58.76%-34.7pp | 48.32%-24.3pp | 302.83%-278.8pp |
| Employer contribution / active EE | $6,315 | $6,697-5.7% | $5,918+6.7% | $4,761+32.6% |
| Participant deferral / active EE | $14,300 | $8,405+70.1% | $7,714+85.4% | $5,982+139.0% |
| Admin fee / account holder | $436 | $15,399-97.2% | $12,427-96.5% | $11,246-96.1% |