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 | $364,111 | $177,572+105.0% | $154,803+135.2% | $142,382+155.7% |
| Participation rate | 95.5% | 82.1%+13.4pp | 78.1%+17.4pp | 80.1%+15.3pp |
| Annual return | 18.37% | 65.07%-46.7pp | 58.88%-40.5pp | 217.08%-198.7pp |
| Employer contribution / active EE | $7,947 | $4,810+65.2% | $4,305+84.6% | $4,299+84.9% |
| Participant deferral / active EE | $5,122 | $6,272-18.3% | $5,540-7.6% | $6,507-21.3% |
| Admin fee / account holder | $720 | $16,786-95.7% | $14,329-95.0% | $12,624-94.3% |