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 | $450,682 | $197,591+128.1% | $177,821+153.4% | $158,922+183.6% |
| Participation rate | 94.1% | 88.5%+5.6pp | 87.7%+6.4pp | 82.0%+12.2pp |
| Annual return | 20.45% | 58.76%-38.3pp | 48.32%-27.9pp | 302.83%-282.4pp |
| Employer contribution / active EE | $12,730 | $6,697+90.1% | $5,918+115.1% | $4,761+167.4% |
| Participant deferral / active EE | $6,982 | $8,405-16.9% | $7,714-9.5% | $5,982+16.7% |
| Admin fee / account holder | $15,723 | $15,399+2.1% | $12,427+26.5% | $11,246+39.8% |