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 | $270,494 | $217,402+24.4% | $185,823+45.6% | $167,490+61.5% |
| Participation rate | 75.0% | 86.0%-11.0pp | 81.7%-6.7pp | 82.1%-7.1pp |
| Annual return | 19.04% | 148.36%-129.3pp | 122.05%-103.0pp | 478.56%-459.5pp |
| Employer contribution / active EE | $2,658 | $5,873-54.7% | $5,167-48.6% | $4,837-45.1% |
| Participant deferral / active EE | $8,469 | $6,356+33.2% | $5,568+52.1% | $6,341+33.6% |
| Admin fee / account holder | $2,828 | $19,811-85.7% | $16,237-82.6% | $12,309-77.0% |