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 | $454,378 | $217,402+109.0% | $185,823+144.5% | $167,490+171.3% |
| Participation rate | 89.5% | 86.0%+3.4pp | 81.7%+7.8pp | 82.1%+7.4pp |
| Annual return | 14.05% | 148.36%-134.3pp | 122.05%-108.0pp | 478.56%-464.5pp |
| Employer contribution / active EE | $7,474 | $5,873+27.3% | $5,167+44.6% | $4,837+54.5% |
| Participant deferral / active EE | $6,432 | $6,356+1.2% | $5,568+15.5% | $6,341+1.4% |
| Admin fee / account holder | $1,192 | $19,811-94.0% | $16,237-92.7% | $12,309-90.3% |