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 | $414,327 | $159,602+159.6% | $150,045+176.1% | $142,382+191.0% |
| Participation rate | 88.9% | 84.0%+4.9pp | 82.3%+6.6pp | 80.1%+8.8pp |
| Annual return | 14.38% | 70.24%-55.9pp | 62.55%-48.2pp | 217.08%-202.7pp |
| Employer contribution / active EE | $5,065 | $4,961+2.1% | $4,693+7.9% | $4,299+17.8% |
| Participant deferral / active EE | $11,397 | $8,310+37.1% | $7,997+42.5% | $6,507+75.1% |
| Admin fee / account holder | $2,093 | $14,846-85.9% | $13,435-84.4% | $12,624-83.4% |