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 | $327,381 | $148,534+120.4% | $135,903+140.9% | $139,434+134.8% |
| Participation rate | 83.3% | 83.9%-0.5pp | 81.9%+1.4pp | 80.3%+3.0pp |
| Annual return | 18.01% | 79.19%-61.2pp | 68.23%-50.2pp | 372.94%-354.9pp |
| Employer contribution / active EE | $5,537 | $5,243+5.6% | $4,856+14.0% | $4,751+16.5% |
| Participant deferral / active EE | $13,471 | $8,100+66.3% | $7,758+73.7% | $6,710+100.8% |
| Admin fee / account holder | $7,783 | $12,400-37.2% | $10,762-27.7% | $11,403-31.7% |