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 | $401,047 | $165,335+142.6% | $149,696+167.9% | $158,922+152.4% |
| Participation rate | 78.6% | 84.6%-6.0pp | 82.5%-3.9pp | 82.0%-3.4pp |
| Annual return | 14.81% | 348.15%-333.3pp | 276.60%-261.8pp | 302.83%-288.0pp |
| Employer contribution / active EE | $2,723 | $5,103-46.6% | $4,644-41.4% | $4,761-42.8% |
| Participant deferral / active EE | $8,940 | $7,181+24.5% | $6,842+30.7% | $5,982+49.4% |
| Admin fee / account holder | $6,317 | $10,807-41.5% | $9,309-32.1% | $11,246-43.8% |