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 | $414,592 | $238,490+73.8% | $180,183+130.1% | $142,382+191.2% |
| Participation rate | 90.5% | 82.3%+8.2pp | 77.4%+13.0pp | 80.1%+10.4pp |
| Annual return | 14.94% | 33.56%-18.6pp | 27.86%-12.9pp | 217.08%-202.1pp |
| Employer contribution / active EE | $3,858 | $6,143-37.2% | $5,039-23.4% | $4,299-10.3% |
| Participant deferral / active EE | $12,880 | $7,996+61.1% | $6,822+88.8% | $6,507+97.9% |
| Admin fee / account holder | $13,946 | $28,866-51.7% | $19,975-30.2% | $12,624+10.5% |