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 | $447,986 | $177,572+152.3% | $154,803+189.4% | $142,382+214.6% |
| Participation rate | 87.5% | 82.1%+5.4pp | 78.1%+9.4pp | 80.1%+7.4pp |
| Annual return | 19.20% | 65.07%-45.9pp | 58.88%-39.7pp | 217.08%-197.9pp |
| Employer contribution / active EE | $6,873 | $4,810+42.9% | $4,305+59.6% | $4,299+59.9% |
| Participant deferral / active EE | $7,913 | $6,272+26.2% | $5,540+42.8% | $6,507+21.6% |
| Admin fee / account holder | $17,101 | $16,786+1.9% | $14,329+19.3% | $12,624+35.5% |