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 | $252,929 | $177,572+42.4% | $154,803+63.4% | $142,382+77.6% |
| Participation rate | 94.1% | 82.1%+12.1pp | 78.1%+16.0pp | 80.1%+14.0pp |
| Annual return | 15.77% | 65.07%-49.3pp | 58.88%-43.1pp | 217.08%-201.3pp |
| Employer contribution / active EE | $5,498 | $4,810+14.3% | $4,305+27.7% | $4,299+27.9% |
| Participant deferral / active EE | $7,509 | $6,272+19.7% | $5,540+35.5% | $6,507+15.4% |
| Admin fee / account holder | $5,715 | $16,786-66.0% | $14,329-60.1% | $12,624-54.7% |