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 | $371,127 | $214,378+73.1% | $200,582+85.0% | $142,382+160.7% |
| Participation rate | 83.3% | 87.4%-4.1pp | 86.9%-3.6pp | 80.1%+3.2pp |
| Annual return | 14.51% | 46.41%-31.9pp | 42.33%-27.8pp | 217.08%-202.6pp |
| Employer contribution / active EE | $5,231 | $6,841-23.5% | $6,419-18.5% | $4,299+21.7% |
| Participant deferral / active EE | $8,927 | $9,865-9.5% | $9,331-4.3% | $6,507+37.2% |
| Admin fee / account holder | $11,472 | $17,692-35.2% | $16,305-29.6% | $12,624-9.1% |