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 | $375,203 | $159,602+135.1% | $150,045+150.1% | $142,382+163.5% |
| Participation rate | 81.8% | 84.0%-2.2pp | 82.3%-0.5pp | 80.1%+1.7pp |
| Annual return | 17.10% | 70.24%-53.1pp | 62.55%-45.4pp | 217.08%-200.0pp |
| Employer contribution / active EE | $3,981 | $4,961-19.7% | $4,693-15.2% | $4,299-7.4% |
| Participant deferral / active EE | $13,741 | $8,310+65.3% | $7,997+71.8% | $6,507+111.2% |
| Admin fee / account holder | $2,547 | $14,846-82.8% | $13,435-81.0% | $12,624-79.8% |