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 | $292,386 | $175,202+66.9% | $149,673+95.3% | $139,434+109.7% |
| Participation rate | 88.9% | 83.4%+5.5pp | 78.8%+10.1pp | 80.3%+8.6pp |
| Annual return | 20.39% | 166.71%-146.3pp | 134.42%-114.0pp | 372.94%-352.5pp |
| Employer contribution / active EE | $1,595 | $5,474-70.9% | $4,818-66.9% | $4,751-66.4% |
| Participant deferral / active EE | $4,158 | $6,519-36.2% | $5,680-26.8% | $6,710-38.0% |
| Admin fee / account holder | $29,690 | $16,150+83.8% | $13,210+124.8% | $11,403+160.4% |