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 | $409,933 | $159,602+156.8% | $150,045+173.2% | $142,382+187.9% |
| Participation rate | 75.0% | 84.0%-9.0pp | 82.3%-7.3pp | 80.1%-5.1pp |
| Annual return | 17.41% | 70.24%-52.8pp | 62.55%-45.1pp | 217.08%-199.7pp |
| Employer contribution / active EE | $4,861 | $4,961-2.0% | $4,693+3.6% | $4,299+13.1% |
| Participant deferral / active EE | $12,241 | $8,310+47.3% | $7,997+53.1% | $6,507+88.1% |
| Admin fee / account holder | $94,504 | $14,846+536.5% | $13,435+603.4% | $12,624+648.6% |