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 | $457,808 | $177,572+157.8% | $154,803+195.7% | $142,382+221.5% |
| Participation rate | 91.7% | 82.1%+9.6pp | 78.1%+13.6pp | 80.1%+11.5pp |
| Annual return | 15.13% | 65.07%-49.9pp | 58.88%-43.7pp | 217.08%-201.9pp |
| Employer contribution / active EE | $18,970 | $4,810+294.4% | $4,305+340.6% | $4,299+341.3% |
| Participant deferral / active EE | $16,992 | $6,272+170.9% | $5,540+206.7% | $6,507+161.1% |
| Admin fee / account holder | $5,097 | $16,786-69.6% | $14,329-64.4% | $12,624-59.6% |