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 | $319,445 | $177,572+79.9% | $154,803+106.4% | $142,382+124.4% |
| Participation rate | 80.0% | 82.1%-2.1pp | 78.1%+1.9pp | 80.1%-0.1pp |
| Annual return | 19.14% | 65.07%-45.9pp | 58.88%-39.7pp | 217.08%-197.9pp |
| Employer contribution / active EE | $1,763 | $4,810-63.4% | $4,305-59.1% | $4,299-59.0% |
| Participant deferral / active EE | $11,846 | $6,272+88.9% | $5,540+113.8% | $6,507+82.0% |
| Admin fee / account holder | $4,012 | $16,786-76.1% | $14,329-72.0% | $12,624-68.2% |