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 | $440,474 | $117,841+273.8% | $102,423+330.1% | $145,922+201.9% |
| Participation rate | 83.3% | 78.6%+4.7pp | 76.5%+6.8pp | 80.3%+3.1pp |
| Annual return | 32.22% | 31.65%+0.6pp | 29.32%+2.9pp | 561.29%-529.1pp |
| Employer contribution / active EE | $2,911 | $3,615-19.5% | $3,023-3.7% | $4,660-37.5% |
| Participant deferral / active EE | $9,145 | $5,731+59.6% | $5,053+81.0% | $6,688+36.7% |
| Admin fee / account holder | $9,671 | $13,326-27.4% | $9,451+2.3% | $13,397-27.8% |