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 | $483,169 | $159,602+202.7% | $150,045+222.0% | $142,382+239.3% |
| Participation rate | 76.5% | 84.0%-7.5pp | 82.3%-5.9pp | 80.1%-3.6pp |
| Annual return | 16.89% | 70.24%-53.3pp | 62.55%-45.7pp | 217.08%-200.2pp |
| Employer contribution / active EE | $12,280 | $4,961+147.6% | $4,693+161.7% | $4,299+185.6% |
| Participant deferral / active EE | $14,040 | $8,310+69.0% | $7,997+75.6% | $6,507+115.8% |
| Admin fee / account holder | $3,233 | $14,846-78.2% | $13,435-75.9% | $12,624-74.4% |