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 6-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 | $394,234 | $217,402+81.3% | $185,823+112.2% | $167,490+135.4% |
| Participation rate | 81.8% | 86.0%-4.2pp | 81.7%+0.1pp | 82.1%-0.3pp |
| Annual return | 10.17% | 148.36%-138.2pp | 122.05%-111.9pp | 478.56%-468.4pp |
| Employer contribution / active EE | $1,499 | $5,873-74.5% | $5,167-71.0% | $4,837-69.0% |
| Participant deferral / active EE | $5,927 | $6,356-6.8% | $5,568+6.5% | $6,341-6.5% |
| Admin fee / account holder | $32,675 | $19,811+64.9% | $16,237+101.2% | $12,309+165.5% |