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 | $632,615 | $179,726+252.0% | $156,263+304.8% | $142,382+344.3% |
| Participation rate | 92.3% | 82.1%+10.2pp | 78.9%+13.4pp | 80.1%+12.2pp |
| Annual return | 14.84% | 77.86%-63.0pp | 59.47%-44.6pp | 217.08%-202.2pp |
| Employer contribution / active EE | $5,314 | $5,069+4.8% | $4,333+22.6% | $4,299+23.6% |
| Participant deferral / active EE | $19,061 | $6,956+174.0% | $6,158+209.5% | $6,507+192.9% |
| Admin fee / account holder | $3,214 | $17,272-81.4% | $14,255-77.5% | $12,624-74.5% |