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 | $386,207 | $214,378+80.2% | $200,582+92.5% | $142,382+171.2% |
| Participation rate | 91.7% | 87.4%+4.2pp | 86.9%+4.8pp | 80.1%+11.5pp |
| Annual return | 19.15% | 46.41%-27.3pp | 42.33%-23.2pp | 217.08%-197.9pp |
| Employer contribution / active EE | $13,938 | $6,841+103.7% | $6,419+117.1% | $4,299+224.2% |
| Participant deferral / active EE | $26,678 | $9,865+170.4% | $9,331+185.9% | $6,507+310.0% |
| Admin fee / account holder | $21,324 | $17,692+20.5% | $16,305+30.8% | $12,624+68.9% |