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 8-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 | $287,420 | $148,534+93.5% | $135,903+111.5% | $139,434+106.1% |
| Participation rate | 88.9% | 83.9%+5.0pp | 81.9%+7.0pp | 80.3%+8.6pp |
| Annual return | 12.21% | 79.19%-67.0pp | 68.23%-56.0pp | 372.94%-360.7pp |
| Employer contribution / active EE | $2,652 | $5,243-49.4% | $4,856-45.4% | $4,751-44.2% |
| Participant deferral / active EE | $8,414 | $8,100+3.9% | $7,758+8.5% | $6,710+25.4% |
| Admin fee / account holder | $14,484 | $12,400+16.8% | $10,762+34.6% | $11,403+27.0% |