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 | $308,710 | $148,534+107.8% | $135,903+127.2% | $139,434+121.4% |
| Participation rate | 75.0% | 83.9%-8.9pp | 81.9%-6.9pp | 80.3%-5.3pp |
| Annual return | 24.48% | 79.19%-54.7pp | 68.23%-43.8pp | 372.94%-348.5pp |
| Employer contribution / active EE | $8,719 | $5,243+66.3% | $4,856+79.5% | $4,751+83.5% |
| Participant deferral / active EE | $10,956 | $8,100+35.3% | $7,758+41.2% | $6,710+63.3% |
| Admin fee / account holder | $7,019 | $12,400-43.4% | $10,762-34.8% | $11,403-38.4% |