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 | $332,777 | $159,602+108.5% | $150,045+121.8% | $142,382+133.7% |
| Participation rate | 87.5% | 84.0%+3.5pp | 82.3%+5.2pp | 80.1%+7.4pp |
| Annual return | 14.99% | 70.24%-55.2pp | 62.55%-47.6pp | 217.08%-202.1pp |
| Employer contribution / active EE | $7,371 | $4,961+48.6% | $4,693+57.1% | $4,299+71.4% |
| Participant deferral / active EE | $17,538 | $8,310+111.0% | $7,997+119.3% | $6,507+169.5% |
| Admin fee / account holder | $3,890 | $14,846-73.8% | $13,435-71.0% | $12,624-69.2% |