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 | $422,495 | $209,411+101.8% | $178,490+136.7% | $158,922+165.9% |
| Participation rate | 95.7% | 86.3%+9.3pp | 81.9%+13.7pp | 82.0%+13.7pp |
| Annual return | 15.29% | 188.75%-173.5pp | 151.07%-135.8pp | 302.83%-287.5pp |
| Employer contribution / active EE | $6,447 | $5,706+13.0% | $5,011+28.7% | $4,761+35.4% |
| Participant deferral / active EE | $6,204 | $5,954+4.2% | $5,202+19.3% | $5,982+3.7% |
| Admin fee / account holder | $732 | $17,074-95.7% | $13,984-94.8% | $11,246-93.5% |