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 8-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 | $277,106 | $159,602+73.6% | $150,045+84.7% | $142,382+94.6% |
| Participation rate | 80.0% | 84.0%-4.0pp | 82.3%-2.3pp | 80.1%-0.1pp |
| Annual return | 13.73% | 70.24%-56.5pp | 62.55%-48.8pp | 217.08%-203.3pp |
| Employer contribution / active EE | $4,261 | $4,961-14.1% | $4,693-9.2% | $4,299-0.9% |
| Participant deferral / active EE | $15,441 | $8,310+85.8% | $7,997+93.1% | $6,507+137.3% |
| Admin fee / account holder | $71,205 | $14,846+379.6% | $13,435+430.0% | $12,624+464.1% |