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 8-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 | $447,342 | $159,602+180.3% | $150,045+198.1% | $142,382+214.2% |
| Participation rate | 93.8% | 84.0%+9.8pp | 82.3%+11.4pp | 80.1%+13.6pp |
| Annual return | 17.35% | 70.24%-52.9pp | 62.55%-45.2pp | 217.08%-199.7pp |
| Employer contribution / active EE | $9,331 | $4,961+88.1% | $4,693+98.8% | $4,299+117.0% |
| Participant deferral / active EE | $20,976 | $8,310+152.4% | $7,997+162.3% | $6,507+222.4% |
| Admin fee / account holder | $736 | $14,846-95.0% | $13,435-94.5% | $12,624-94.2% |