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 | $298,011 | $177,572+67.8% | $154,803+92.5% | $142,382+109.3% |
| Participation rate | 92.3% | 82.1%+10.3pp | 78.1%+14.2pp | 80.1%+12.2pp |
| Annual return | 17.37% | 65.07%-47.7pp | 58.88%-41.5pp | 217.08%-199.7pp |
| Employer contribution / active EE | $4,018 | $4,810-16.5% | $4,305-6.7% | $4,299-6.5% |
| Participant deferral / active EE | $7,440 | $6,272+18.6% | $5,540+34.3% | $6,507+14.3% |
| Admin fee / account holder | $41,571 | $16,786+147.7% | $14,329+190.1% | $12,624+229.3% |