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 7-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 | $523,824 | $159,602+228.2% | $150,045+249.1% | $142,382+267.9% |
| Participation rate | 70.0% | 84.0%-14.0pp | 82.3%-12.3pp | 80.1%-10.1pp |
| Annual return | 12.92% | 70.24%-57.3pp | 62.55%-49.6pp | 217.08%-204.2pp |
| Employer contribution / active EE | $5,449 | $4,961+9.8% | $4,693+16.1% | $4,299+26.7% |
| Participant deferral / active EE | $16,058 | $8,310+93.2% | $7,997+100.8% | $6,507+146.8% |
| Admin fee / account holder | $42,215 | $14,846+184.3% | $13,435+214.2% | $12,624+234.4% |