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 | $376,802 | $159,602+136.1% | $150,045+151.1% | $142,382+164.6% |
| Participation rate | 85.7% | 84.0%+1.7pp | 82.3%+3.4pp | 80.1%+5.6pp |
| Annual return | 16.12% | 70.24%-54.1pp | 62.55%-46.4pp | 217.08%-201.0pp |
| Employer contribution / active EE | $25,403 | $4,961+412.1% | $4,693+441.3% | $4,299+490.9% |
| Participant deferral / active EE | $15,687 | $8,310+88.8% | $7,997+96.2% | $6,507+141.1% |
| Admin fee / account holder | $9,407 | $14,846-36.6% | $13,435-30.0% | $12,624-25.5% |