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 | $475,798 | $114,381+316.0% | $107,525+342.5% | $142,382+234.2% |
| Participation rate | 90.0% | 78.1%+11.9pp | 75.1%+14.9pp | 80.1%+9.9pp |
| Annual return | 18.16% | 242.71%-224.5pp | 181.32%-163.2pp | 217.08%-198.9pp |
| Employer contribution / active EE | $5,146 | $4,015+28.2% | $3,754+37.1% | $4,299+19.7% |
| Participant deferral / active EE | $7,919 | $5,564+42.3% | $5,116+54.8% | $6,507+21.7% |
| Admin fee / account holder | $6,641 | $9,860-32.6% | $8,919-25.5% | $12,624-47.4% |