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 | $467,232 | $159,602+192.7% | $150,045+211.4% | $142,382+228.2% |
| Participation rate | 83.3% | 84.0%-0.6pp | 82.3%+1.0pp | 80.1%+3.2pp |
| Annual return | 20.69% | 70.24%-49.6pp | 62.55%-41.9pp | 217.08%-196.4pp |
| Employer contribution / active EE | $2,681 | $4,961-46.0% | $4,693-42.9% | $4,299-37.6% |
| Participant deferral / active EE | $7,217 | $8,310-13.2% | $7,997-9.8% | $6,507+10.9% |
| Admin fee / account holder | $13,760 | $14,846-7.3% | $13,435+2.4% | $12,624+9.0% |