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 | $539,698 | $176,056+206.5% | $159,436+238.5% | $167,490+222.2% |
| Participation rate | 80.0% | 84.9%-4.9pp | 82.8%-2.8pp | 82.1%-2.1pp |
| Annual return | 15.94% | 331.75%-315.8pp | 263.57%-247.6pp | 478.56%-462.6pp |
| Employer contribution / active EE | $5,290 | $5,297-0.1% | $4,829+9.5% | $4,837+9.4% |
| Participant deferral / active EE | $18,008 | $7,750+132.4% | $7,352+144.9% | $6,341+184.0% |
| Admin fee / account holder | $13,338 | $12,554+6.2% | $10,799+23.5% | $12,309+8.4% |