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 | $373,548 | $183,963+103.1% | $162,163+130.4% | $152,861+144.4% |
| Participation rate | 80.0% | 88.5%-8.5pp | 87.6%-7.6pp | 82.4%-2.4pp |
| Annual return | 20.71% | 150.76%-130.1pp | 115.59%-94.9pp | 345.32%-324.6pp |
| Employer contribution / active EE | $2,633 | $6,371-58.7% | $5,614-53.1% | $4,762-44.7% |
| Participant deferral / active EE | $11,016 | $8,034+37.1% | $7,298+50.9% | $5,850+88.3% |
| Admin fee / account holder | $11,522 | $13,121-12.2% | $10,843+6.3% | $11,596-0.6% |