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 | $477,766 | $177,572+169.1% | $154,803+208.6% | $142,382+235.6% |
| Participation rate | 84.2% | 82.1%+2.2pp | 78.1%+6.1pp | 80.1%+4.1pp |
| Annual return | 14.53% | 65.07%-50.5pp | 58.88%-44.3pp | 217.08%-202.5pp |
| Employer contribution / active EE | $4,430 | $4,810-7.9% | $4,305+2.9% | $4,299+3.0% |
| Participant deferral / active EE | $11,327 | $6,272+80.6% | $5,540+104.4% | $6,507+74.1% |
| Admin fee / account holder | $45,856 | $16,786+173.2% | $14,329+220.0% | $12,624+263.3% |