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 | $256,422 | $176,056+45.6% | $159,436+60.8% | $167,490+53.1% |
| Participation rate | 94.1% | 84.9%+9.2pp | 82.8%+11.3pp | 82.1%+12.0pp |
| Annual return | 11.27% | 331.75%-320.5pp | 263.57%-252.3pp | 478.56%-467.3pp |
| Employer contribution / active EE | $4,412 | $5,297-16.7% | $4,829-8.6% | $4,837-8.8% |
| Participant deferral / active EE | $18,847 | $7,750+143.2% | $7,352+156.3% | $6,341+197.2% |
| Admin fee / account holder | $8,413 | $12,554-33.0% | $10,799-22.1% | $12,309-31.7% |