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 | $297,470 | $214,378+38.8% | $200,582+48.3% | $142,382+108.9% |
| Participation rate | 83.3% | 87.4%-4.1pp | 86.9%-3.6pp | 80.1%+3.2pp |
| Annual return | 13.49% | 46.41%-32.9pp | 42.33%-28.8pp | 217.08%-203.6pp |
| Employer contribution / active EE | $3,908 | $6,841-42.9% | $6,419-39.1% | $4,299-9.1% |
| Participant deferral / active EE | $11,223 | $9,865+13.8% | $9,331+20.3% | $6,507+72.5% |
| Admin fee / account holder | $56,473 | $17,692+219.2% | $16,305+246.4% | $12,624+347.4% |