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 | $437,881 | $177,572+146.6% | $154,803+182.9% | $142,382+207.5% |
| Participation rate | 85.7% | 82.1%+3.7pp | 78.1%+7.6pp | 80.1%+5.6pp |
| Annual return | 16.13% | 65.07%-48.9pp | 58.88%-42.8pp | 217.08%-200.9pp |
| Employer contribution / active EE | $2,009 | $4,810-58.2% | $4,305-53.3% | $4,299-53.3% |
| Participant deferral / active EE | $7,754 | $6,272+23.6% | $5,540+39.9% | $6,507+19.2% |
| Admin fee / account holder | $38,192 | $16,786+127.5% | $14,329+166.5% | $12,624+202.5% |