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 | $304,437 | $159,602+90.7% | $150,045+102.9% | $142,382+113.8% |
| Participation rate | 85.7% | 84.0%+1.7pp | 82.3%+3.4pp | 80.1%+5.6pp |
| Annual return | 13.19% | 70.24%-57.1pp | 62.55%-49.4pp | 217.08%-203.9pp |
| Employer contribution / active EE | $6,470 | $4,961+30.4% | $4,693+37.9% | $4,299+50.5% |
| Participant deferral / active EE | $16,479 | $8,310+98.3% | $7,997+106.1% | $6,507+153.2% |
| Admin fee / account holder | $91,247 | $14,846+514.6% | $13,435+579.2% | $12,624+622.8% |