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 | $338,051 | $159,602+111.8% | $150,045+125.3% | $142,382+137.4% |
| Participation rate | 94.7% | 84.0%+10.8pp | 82.3%+12.4pp | 80.1%+14.6pp |
| Annual return | 18.79% | 70.24%-51.4pp | 62.55%-43.8pp | 217.08%-198.3pp |
| Employer contribution / active EE | $3,125 | $4,961-37.0% | $4,693-33.4% | $4,299-27.3% |
| Participant deferral / active EE | $8,835 | $8,310+6.3% | $7,997+10.5% | $6,507+35.8% |
| Admin fee / account holder | $16,935 | $14,846+14.1% | $13,435+26.1% | $12,624+34.2% |