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 | $327,402 | $217,402+50.6% | $185,823+76.2% | $167,490+95.5% |
| Participation rate | 83.3% | 86.0%-2.7pp | 81.7%+1.6pp | 82.1%+1.2pp |
| Annual return | 14.47% | 148.36%-133.9pp | 122.05%-107.6pp | 478.56%-464.1pp |
| Employer contribution / active EE | $4,496 | $5,873-23.4% | $5,167-13.0% | $4,837-7.1% |
| Participant deferral / active EE | $10,716 | $6,356+68.6% | $5,568+92.5% | $6,341+69.0% |
| Admin fee / account holder | $914 | $19,811-95.4% | $16,237-94.4% | $12,309-92.6% |