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 | $438,040 | $159,901+173.9% | $146,958+198.1% | $145,922+200.2% |
| Participation rate | 75.0% | 84.0%-9.0pp | 82.2%-7.2pp | 80.3%-5.3pp |
| Annual return | 17.60% | 98.13%-80.5pp | 418.34%-400.7pp | 561.29%-543.7pp |
| Employer contribution / active EE | $2,651 | $5,286-49.9% | $4,933-46.3% | $4,660-43.1% |
| Participant deferral / active EE | $10,781 | $8,428+27.9% | $8,070+33.6% | $6,688+61.2% |
| Admin fee / account holder | $3,899 | $15,044-74.1% | $12,998-70.0% | $13,397-70.9% |