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 | $466,341 | $238,490+95.5% | $180,183+158.8% | $142,382+227.5% |
| Participation rate | 75.0% | 82.3%-7.3pp | 77.4%-2.4pp | 80.1%-5.1pp |
| Annual return | 13.10% | 33.56%-20.5pp | 27.86%-14.8pp | 217.08%-204.0pp |
| Employer contribution / active EE | $5,281 | $6,143-14.0% | $5,039+4.8% | $4,299+22.8% |
| Participant deferral / active EE | $6,056 | $7,996-24.3% | $6,822-11.2% | $6,507-6.9% |
| Admin fee / account holder | $18,415 | $28,866-36.2% | $19,975-7.8% | $12,624+45.9% |