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 | $350,095 | $201,272+73.9% | $184,203+90.1% | $145,922+139.9% |
| Participation rate | 75.0% | 87.5%-12.5pp | 86.8%-11.8pp | 80.3%-5.3pp |
| Annual return | 13.94% | 29.00%-15.1pp | 28.81%-14.9pp | 561.29%-547.3pp |
| Employer contribution / active EE | $15,360 | $7,022+118.8% | $6,427+139.0% | $4,660+229.6% |
| Participant deferral / active EE | $17,346 | $9,806+76.9% | $9,131+90.0% | $6,688+159.4% |
| Admin fee / account holder | $51,730 | $16,364+216.1% | $13,901+272.1% | $13,397+286.1% |