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 | $274,250 | $159,602+71.8% | $150,045+82.8% | $142,382+92.6% |
| Participation rate | 75.0% | 84.0%-9.0pp | 82.3%-7.3pp | 80.1%-5.1pp |
| Annual return | 19.75% | 70.24%-50.5pp | 62.55%-42.8pp | 217.08%-197.3pp |
| Employer contribution / active EE | $5,717 | $4,961+15.3% | $4,693+21.8% | $4,299+33.0% |
| Participant deferral / active EE | $7,137 | $8,310-14.1% | $7,997-10.8% | $6,507+9.7% |
| Admin fee / account holder | $651 | $14,846-95.6% | $13,435-95.2% | $12,624-94.8% |