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 | $400,150 | $179,726+122.6% | $156,263+156.1% | $142,382+181.0% |
| Participation rate | 94.4% | 82.1%+12.4pp | 78.9%+15.5pp | 80.1%+14.3pp |
| Annual return | 13.15% | 77.86%-64.7pp | 59.47%-46.3pp | 217.08%-203.9pp |
| Employer contribution / active EE | $18,231 | $5,069+259.6% | $4,333+320.7% | $4,299+324.1% |
| Participant deferral / active EE | $6,876 | $6,956-1.2% | $6,158+11.7% | $6,507+5.7% |
| Admin fee / account holder | $5,794 | $17,272-66.5% | $14,255-59.4% | $12,624-54.1% |