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 | $424,029 | $217,402+95.0% | $185,823+128.2% | $167,490+153.2% |
| Participation rate | 77.8% | 86.0%-8.3pp | 81.7%-3.9pp | 82.1%-4.3pp |
| Annual return | 23.14% | 148.36%-125.2pp | 122.05%-98.9pp | 478.56%-455.4pp |
| Employer contribution / active EE | $1,774 | $5,873-69.8% | $5,167-65.7% | $4,837-63.3% |
| Participant deferral / active EE | $6,003 | $6,356-5.6% | $5,568+7.8% | $6,341-5.3% |
| Admin fee / account holder | $3,367 | $19,811-83.0% | $16,237-79.3% | $12,309-72.6% |