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 | $422,805 | $127,065+232.7% | $113,168+273.6% | $142,382+197.0% |
| Participation rate | 76.2% | 79.2%-3.0pp | 76.6%-0.4pp | 80.1%-3.9pp |
| Annual return | 15.62% | 24.03%-8.4pp | 24.27%-8.6pp | 217.08%-201.5pp |
| Employer contribution / active EE | $4,516 | $3,442+31.2% | $2,975+51.8% | $4,299+5.0% |
| Participant deferral / active EE | $8,475 | $5,716+48.3% | $5,107+65.9% | $6,507+30.2% |
| Admin fee / account holder | $5,266 | $15,736-66.5% | $12,068-56.4% | $12,624-58.3% |