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 | $336,125 | $159,602+110.6% | $150,045+124.0% | $142,382+136.1% |
| Participation rate | 93.3% | 84.0%+9.4pp | 82.3%+11.0pp | 80.1%+13.2pp |
| Annual return | 15.65% | 70.24%-54.6pp | 62.55%-46.9pp | 217.08%-201.4pp |
| Employer contribution / active EE | $6,762 | $4,961+36.3% | $4,693+44.1% | $4,299+57.3% |
| Participant deferral / active EE | $9,550 | $8,310+14.9% | $7,997+19.4% | $6,507+46.8% |
| Admin fee / account holder | $1,669 | $14,846-88.8% | $13,435-87.6% | $12,624-86.8% |