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 | $282,817 | $209,411+35.1% | $178,490+58.5% | $158,922+78.0% |
| Participation rate | 85.0% | 86.3%-1.3pp | 81.9%+3.1pp | 82.0%+3.0pp |
| Annual return | 7.12% | 188.75%-181.6pp | 151.07%-143.9pp | 302.83%-295.7pp |
| Employer contribution / active EE | $6,095 | $5,706+6.8% | $5,011+21.7% | $4,761+28.0% |
| Participant deferral / active EE | $3,946 | $5,954-33.7% | $5,202-24.1% | $5,982-34.0% |
| Admin fee / account holder | $24,471 | $17,074+43.3% | $13,984+75.0% | $11,246+117.6% |