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 | $474,103 | $159,602+197.1% | $150,045+216.0% | $142,382+233.0% |
| Participation rate | 72.2% | 84.0%-11.8pp | 82.3%-10.1pp | 80.1%-7.9pp |
| Annual return | 17.31% | 70.24%-52.9pp | 62.55%-45.2pp | 217.08%-199.8pp |
| Employer contribution / active EE | $2,945 | $4,961-40.6% | $4,693-37.3% | $4,299-31.5% |
| Participant deferral / active EE | $8,483 | $8,310+2.1% | $7,997+6.1% | $6,507+30.4% |
| Admin fee / account holder | $5,205 | $14,846-64.9% | $13,435-61.3% | $12,624-58.8% |