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 | $442,292 | $177,572+149.1% | $154,803+185.7% | $142,382+210.6% |
| Participation rate | 85.7% | 82.1%+3.7pp | 78.1%+7.6pp | 80.1%+5.6pp |
| Annual return | 15.96% | 65.07%-49.1pp | 58.88%-42.9pp | 217.08%-201.1pp |
| Employer contribution / active EE | $7,857 | $4,810+63.3% | $4,305+82.5% | $4,299+82.8% |
| Participant deferral / active EE | $6,556 | $6,272+4.5% | $5,540+18.3% | $6,507+0.7% |
| Admin fee / account holder | $3,598 | $16,786-78.6% | $14,329-74.9% | $12,624-71.5% |