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 | $428,683 | $172,478+148.5% | $145,661+194.3% | $142,382+201.1% |
| Participation rate | 80.0% | 80.1%-0.1pp | 77.2%+2.8pp | 80.1%-0.1pp |
| Annual return | 16.19% | 151.09%-134.9pp | 101.46%-85.3pp | 217.08%-200.9pp |
| Employer contribution / active EE | $3,328 | $4,899-32.1% | $4,238-21.5% | $4,299-22.6% |
| Participant deferral / active EE | $10,206 | $8,348+22.3% | $7,198+41.8% | $6,507+56.8% |
| Admin fee / account holder | $5,136 | $16,864-69.5% | $12,466-58.8% | $12,624-59.3% |