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 | $327,346 | $148,978+119.7% | $200,582+63.2% | $84,808+286.0% |
| Participation rate | 94.3% | 84.2%+10.1pp | 86.9%+7.4pp | 68.3%+26.0pp |
| Annual return | 76.29% | 28.16%+48.1pp | 42.33%+34.0pp | 40.90%+35.4pp |
| Employer contribution / active EE | $6,578 | $4,815+36.6% | $6,419+2.5% | $2,631+150.0% |
| Participant deferral / active EE | $5,373 | $7,142-24.8% | $9,331-42.4% | $4,212+27.6% |
| Admin fee / account holder | $5,525 | $13,977-60.5% | $16,305-66.1% | $7,344-24.8% |