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 | $380,677 | $179,726+111.8% | $156,263+143.6% | $142,382+167.4% |
| Participation rate | 95.7% | 82.1%+13.6pp | 78.9%+16.7pp | 80.1%+15.5pp |
| Annual return | 16.32% | 77.86%-61.5pp | 59.47%-43.2pp | 217.08%-200.8pp |
| Employer contribution / active EE | $7,191 | $5,069+41.9% | $4,333+65.9% | $4,299+67.3% |
| Participant deferral / active EE | $11,074 | $6,956+59.2% | $6,158+79.8% | $6,507+70.2% |
| Admin fee / account holder | $33,585 | $17,272+94.4% | $14,255+135.6% | $12,624+166.0% |