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 | $446,913 | $100,773+343.5% | $88,946+402.5% | $142,382+213.9% |
| Participation rate | 80.0% | 74.3%+5.7pp | 68.8%+11.2pp | 80.1%-0.1pp |
| Annual return | 16.70% | 70.18%-53.5pp | 57.82%-41.1pp | 217.08%-200.4pp |
| Employer contribution / active EE | $4,370 | $2,918+49.8% | $2,555+71.0% | $4,299+1.6% |
| Participant deferral / active EE | $10,329 | $5,230+97.5% | $4,581+125.4% | $6,507+58.7% |
| Admin fee / account holder | $4,676 | $9,693-51.8% | $8,261-43.4% | $12,624-63.0% |