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 | $264,475 | $159,602+65.7% | $150,045+76.3% | $142,382+85.8% |
| Participation rate | 90.5% | 84.0%+6.5pp | 82.3%+8.2pp | 80.1%+10.4pp |
| Annual return | 16.48% | 70.24%-53.8pp | 62.55%-46.1pp | 217.08%-200.6pp |
| Employer contribution / active EE | $5,921 | $4,961+19.4% | $4,693+26.2% | $4,299+37.7% |
| Participant deferral / active EE | $14,481 | $8,310+74.3% | $7,997+81.1% | $6,507+122.5% |
| Admin fee / account holder | $9,721 | $14,846-34.5% | $13,435-27.6% | $12,624-23.0% |