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 | $460,486 | $177,572+159.3% | $154,803+197.5% | $142,382+223.4% |
| Participation rate | 90.9% | 82.1%+8.9pp | 78.1%+12.8pp | 80.1%+10.8pp |
| Annual return | 18.31% | 65.07%-46.8pp | 58.88%-40.6pp | 217.08%-198.8pp |
| Employer contribution / active EE | $7,958 | $4,810+65.4% | $4,305+84.8% | $4,299+85.1% |
| Participant deferral / active EE | $6,036 | $6,272-3.8% | $5,540+8.9% | $6,507-7.2% |
| Admin fee / account holder | $4,258 | $16,786-74.6% | $14,329-70.3% | $12,624-66.3% |