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 | $358,014 | $159,602+124.3% | $150,045+138.6% | $142,382+151.4% |
| Participation rate | 75.0% | 84.0%-9.0pp | 82.3%-7.3pp | 80.1%-5.1pp |
| Annual return | 15.97% | 70.24%-54.3pp | 62.55%-46.6pp | 217.08%-201.1pp |
| Employer contribution / active EE | $5,221 | $4,961+5.2% | $4,693+11.2% | $4,299+21.4% |
| Participant deferral / active EE | $11,947 | $8,310+43.8% | $7,997+49.4% | $6,507+83.6% |
| Admin fee / account holder | $2,351 | $14,846-84.2% | $13,435-82.5% | $12,624-81.4% |