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 | $426,763 | $114,381+273.1% | $107,525+296.9% | $142,382+199.7% |
| Participation rate | 88.2% | 78.1%+10.1pp | 75.1%+13.2pp | 80.1%+8.1pp |
| Annual return | 13.65% | 242.71%-229.1pp | 181.32%-167.7pp | 217.08%-203.4pp |
| Employer contribution / active EE | $3,470 | $4,015-13.6% | $3,754-7.5% | $4,299-19.3% |
| Participant deferral / active EE | $11,911 | $5,564+114.1% | $5,116+132.8% | $6,507+83.0% |
| Admin fee / account holder | $3,233 | $9,860-67.2% | $8,919-63.8% | $12,624-74.4% |