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 7-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 | $311,709 | $185,822+67.7% | $169,993+83.4% | $139,434+123.6% |
| Participation rate | 92.3% | 87.8%+4.5pp | 87.0%+5.3pp | 80.3%+12.0pp |
| Annual return | 21.42% | 60.50%-39.1pp | 53.37%-32.0pp | 372.94%-351.5pp |
| Employer contribution / active EE | $1,930 | $7,590-74.6% | $6,785-71.6% | $4,751-59.4% |
| Participant deferral / active EE | $14,223 | $11,622+22.4% | $10,408+36.7% | $6,710+112.0% |
| Admin fee / account holder | $14,524 | $15,381-5.6% | $12,815+13.3% | $11,403+27.4% |