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 | $335,930 | $214,378+56.7% | $200,582+67.5% | $142,382+135.9% |
| Participation rate | 95.2% | 87.4%+7.8pp | 86.9%+8.4pp | 80.1%+15.1pp |
| Annual return | 13.58% | 46.41%-32.8pp | 42.33%-28.8pp | 217.08%-203.5pp |
| Employer contribution / active EE | $6,898 | $6,841+0.8% | $6,419+7.5% | $4,299+60.5% |
| Participant deferral / active EE | $8,921 | $9,865-9.6% | $9,331-4.4% | $6,507+37.1% |
| Admin fee / account holder | $17,429 | $17,692-1.5% | $16,305+6.9% | $12,624+38.1% |