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 | $674,859 | $177,572+280.0% | $154,803+335.9% | $142,382+374.0% |
| Participation rate | 85.0% | 82.1%+2.9pp | 78.1%+6.9pp | 80.1%+4.9pp |
| Annual return | 15.18% | 65.07%-49.9pp | 58.88%-43.7pp | 217.08%-201.9pp |
| Employer contribution / active EE | $5,488 | $4,810+14.1% | $4,305+27.5% | $4,299+27.7% |
| Participant deferral / active EE | $3,601 | $6,272-42.6% | $5,540-35.0% | $6,507-44.7% |
| Admin fee / account holder | $33,062 | $16,786+97.0% | $14,329+130.7% | $12,624+161.9% |