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 | $411,355 | $179,726+128.9% | $156,263+163.2% | $142,382+188.9% |
| Participation rate | 80.0% | 82.1%-2.1pp | 78.9%+1.1pp | 80.1%-0.1pp |
| Annual return | 10.55% | 77.86%-67.3pp | 59.47%-48.9pp | 217.08%-206.5pp |
| Employer contribution / active EE | $5,618 | $5,069+10.8% | $4,333+29.6% | $4,299+30.7% |
| Participant deferral / active EE | $8,950 | $6,956+28.7% | $6,158+45.3% | $6,507+37.5% |
| Admin fee / account holder | $10,558 | $17,272-38.9% | $14,255-25.9% | $12,624-16.4% |