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 | $321,130 | $172,478+86.2% | $145,661+120.5% | $142,382+125.5% |
| Participation rate | 86.7% | 80.1%+6.6pp | 77.2%+9.4pp | 80.1%+6.5pp |
| Annual return | 12.23% | 151.09%-138.9pp | 101.46%-89.2pp | 217.08%-204.9pp |
| Employer contribution / active EE | $6,101 | $4,899+24.5% | $4,238+44.0% | $4,299+41.9% |
| Participant deferral / active EE | $11,672 | $8,348+39.8% | $7,198+62.1% | $6,507+79.4% |
| Admin fee / account holder | $845 | $16,864-95.0% | $12,466-93.2% | $12,624-93.3% |