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 | $474,114 | $214,378+121.2% | $200,582+136.4% | $142,382+233.0% |
| Participation rate | 87.5% | 87.4%+0.1pp | 86.9%+0.6pp | 80.1%+7.4pp |
| Annual return | 12.24% | 46.41%-34.2pp | 42.33%-30.1pp | 217.08%-204.8pp |
| Employer contribution / active EE | $2,196 | $6,841-67.9% | $6,419-65.8% | $4,299-48.9% |
| Participant deferral / active EE | $8,804 | $9,865-10.8% | $9,331-5.7% | $6,507+35.3% |
| Admin fee / account holder | $4,366 | $17,692-75.3% | $16,305-73.2% | $12,624-65.4% |