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 | $518,018 | $177,572+191.7% | $154,803+234.6% | $142,382+263.8% |
| Participation rate | 80.0% | 82.1%-2.1pp | 78.1%+1.9pp | 80.1%-0.1pp |
| Annual return | 17.08% | 65.07%-48.0pp | 58.88%-41.8pp | 217.08%-200.0pp |
| Employer contribution / active EE | $19,875 | $4,810+313.2% | $4,305+361.6% | $4,299+362.3% |
| Participant deferral / active EE | $14,095 | $6,272+124.7% | $5,540+154.4% | $6,507+116.6% |
| Admin fee / account holder | $12,276 | $16,786-26.9% | $14,329-14.3% | $12,624-2.8% |