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 | $370,915 | $173,345+114.0% | $136,007+172.7% | $145,922+154.2% |
| Participation rate | 88.2% | 80.5%+7.8pp | 76.5%+11.8pp | 80.3%+8.0pp |
| Annual return | 14.84% | 1163.32%-1148.5pp | 579.32%-564.5pp | 561.29%-546.5pp |
| Employer contribution / active EE | $4,757 | $5,278-9.9% | $4,217+12.8% | $4,660+2.1% |
| Participant deferral / active EE | $13,617 | $8,699+56.5% | $7,025+93.8% | $6,688+103.6% |
| Admin fee / account holder | $117,434 | $9,954+1079.7% | $6,858+1612.3% | $13,397+776.6% |