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 | $350,378 | $217,402+61.2% | $185,823+88.6% | $167,490+109.2% |
| Participation rate | 85.7% | 86.0%-0.3pp | 81.7%+4.0pp | 82.1%+3.6pp |
| Annual return | 16.02% | 148.36%-132.3pp | 122.05%-106.0pp | 478.56%-462.5pp |
| Employer contribution / active EE | $4,180 | $5,873-28.8% | $5,167-19.1% | $4,837-13.6% |
| Participant deferral / active EE | $3,837 | $6,356-39.6% | $5,568-31.1% | $6,341-39.5% |
| Admin fee / account holder | $9,997 | $19,811-49.5% | $16,237-38.4% | $12,309-18.8% |