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 | $395,806 | $217,402+82.1% | $185,823+113.0% | $167,490+136.3% |
| Participation rate | 85.7% | 86.0%-0.3pp | 81.7%+4.0pp | 82.1%+3.6pp |
| Annual return | 12.43% | 148.36%-135.9pp | 122.05%-109.6pp | 478.56%-466.1pp |
| Employer contribution / active EE | $9,906 | $5,873+68.7% | $5,167+91.7% | $4,837+104.8% |
| Participant deferral / active EE | $8,248 | $6,356+29.8% | $5,568+48.1% | $6,341+30.1% |
| Admin fee / account holder | $3,389 | $19,811-82.9% | $16,237-79.1% | $12,309-72.5% |