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 | $293,354 | $179,726+63.2% | $156,263+87.7% | $142,382+106.0% |
| Participation rate | 90.0% | 82.1%+7.9pp | 78.9%+11.1pp | 80.1%+9.9pp |
| Annual return | 14.42% | 77.86%-63.4pp | 59.47%-45.1pp | 217.08%-202.7pp |
| Employer contribution / active EE | $4,216 | $5,069-16.8% | $4,333-2.7% | $4,299-1.9% |
| Participant deferral / active EE | $8,876 | $6,956+27.6% | $6,158+44.1% | $6,507+36.4% |
| Admin fee / account holder | $17,320 | $17,272+0.3% | $14,255+21.5% | $12,624+37.2% |