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 | $426,565 | $175,202+143.5% | $149,673+185.0% | $139,434+205.9% |
| Participation rate | 83.3% | 83.4%0pp | 78.8%+4.6pp | 80.3%+3.0pp |
| Annual return | 16.49% | 166.71%-150.2pp | 134.42%-117.9pp | 372.94%-356.5pp |
| Employer contribution / active EE | $5,872 | $5,474+7.3% | $4,818+21.9% | $4,751+23.6% |
| Participant deferral / active EE | $7,725 | $6,519+18.5% | $5,680+36.0% | $6,710+15.1% |
| Admin fee / account holder | $4,478 | $16,150-72.3% | $13,210-66.1% | $11,403-60.7% |