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 6-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 | $269,115 | $179,726+49.7% | $156,263+72.2% | $142,382+89.0% |
| Participation rate | 85.7% | 82.1%+3.6pp | 78.9%+6.8pp | 80.1%+5.6pp |
| Annual return | 14.67% | 77.86%-63.2pp | 59.47%-44.8pp | 217.08%-202.4pp |
| Employer contribution / active EE | $6,798 | $5,069+34.1% | $4,333+56.9% | $4,299+58.1% |
| Participant deferral / active EE | $16,655 | $6,956+139.4% | $6,158+170.5% | $6,507+156.0% |
| Admin fee / account holder | $1,224 | $17,272-92.9% | $14,255-91.4% | $12,624-90.3% |