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 | $362,479 | $177,572+104.1% | $154,803+134.2% | $142,382+154.6% |
| Participation rate | 94.1% | 82.1%+12.1pp | 78.1%+16.0pp | 80.1%+14.0pp |
| Annual return | 14.78% | 65.07%-50.3pp | 58.88%-44.1pp | 217.08%-202.3pp |
| Employer contribution / active EE | $4,614 | $4,810-4.1% | $4,305+7.2% | $4,299+7.3% |
| Participant deferral / active EE | $6,785 | $6,272+8.2% | $5,540+22.5% | $6,507+4.3% |
| Admin fee / account holder | $2,984 | $16,786-82.2% | $14,329-79.2% | $12,624-76.4% |