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 | $306,571 | $226,064+35.6% | $182,532+68.0% | $152,861+100.6% |
| Participation rate | 77.8% | 82.5%-4.7pp | 78.0%-0.2pp | 82.4%-4.7pp |
| Annual return | 18.69% | 192.51%-173.8pp | 148.54%-129.8pp | 345.32%-326.6pp |
| Employer contribution / active EE | $0 | $4,978-100.0% | $4,076-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $7,033 | $6,368+10.5% | $5,524+27.3% | $5,850+20.2% |
| Admin fee / account holder | $57,148 | $10,703+433.9% | $8,592+565.1% | $11,596+392.8% |