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 | $431,804 | $214,378+101.4% | $200,582+115.3% | $142,382+203.3% |
| Participation rate | 83.3% | 87.4%-4.1pp | 86.9%-3.6pp | 80.1%+3.2pp |
| Annual return | 12.98% | 46.41%-33.4pp | 42.33%-29.4pp | 217.08%-204.1pp |
| Employer contribution / active EE | $5,685 | $6,841-16.9% | $6,419-11.4% | $4,299+32.2% |
| Participant deferral / active EE | $8,433 | $9,865-14.5% | $9,331-9.6% | $6,507+29.6% |
| Admin fee / account holder | $2,236 | $17,692-87.4% | $16,305-86.3% | $12,624-82.3% |