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 | $391,889 | $157,256+149.2% | $141,162+177.6% | $152,861+156.4% |
| Participation rate | 95.8% | 84.8%+11.0pp | 82.5%+13.4pp | 82.4%+13.4pp |
| Annual return | 21.28% | 64.32%-43.0pp | 71.39%-50.1pp | 345.32%-324.0pp |
| Employer contribution / active EE | $4,937 | $5,261-6.1% | $4,735+4.3% | $4,762+3.7% |
| Participant deferral / active EE | $9,357 | $7,109+31.6% | $6,709+39.5% | $5,850+59.9% |
| Admin fee / account holder | $10,420 | $12,120-14.0% | $10,261+1.5% | $11,596-10.1% |