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 | $410,800 | $177,572+131.3% | $154,803+165.4% | $142,382+188.5% |
| Participation rate | 84.6% | 82.1%+2.6pp | 78.1%+6.5pp | 80.1%+4.5pp |
| Annual return | 16.22% | 65.07%-48.9pp | 58.88%-42.7pp | 217.08%-200.9pp |
| Employer contribution / active EE | $8,956 | $4,810+86.2% | $4,305+108.0% | $4,299+108.3% |
| Participant deferral / active EE | $7,773 | $6,272+23.9% | $5,540+40.3% | $6,507+19.5% |
| Admin fee / account holder | $1,693 | $16,786-89.9% | $14,329-88.2% | $12,624-86.6% |