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 | $374,665 | $177,572+111.0% | $154,803+142.0% | $142,382+163.1% |
| Participation rate | 90.9% | 82.1%+8.9pp | 78.1%+12.8pp | 80.1%+10.8pp |
| Annual return | 13.52% | 65.07%-51.6pp | 58.88%-45.4pp | 217.08%-203.6pp |
| Employer contribution / active EE | $4,554 | $4,810-5.3% | $4,305+5.8% | $4,299+5.9% |
| Participant deferral / active EE | $5,873 | $6,272-6.4% | $5,540+6.0% | $6,507-9.8% |
| Admin fee / account holder | $2,103 | $16,786-87.5% | $14,329-85.3% | $12,624-83.3% |