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 | $360,175 | $175,202+105.6% | $149,673+140.6% | $139,434+158.3% |
| Participation rate | 90.5% | 83.4%+7.1pp | 78.8%+11.7pp | 80.3%+10.2pp |
| Annual return | 15.62% | 166.71%-151.1pp | 134.42%-118.8pp | 372.94%-357.3pp |
| Employer contribution / active EE | $6,571 | $5,474+20.0% | $4,818+36.4% | $4,751+38.3% |
| Participant deferral / active EE | $19,460 | $6,519+198.5% | $5,680+242.6% | $6,710+190.0% |
| Admin fee / account holder | $7,954 | $16,150-50.8% | $13,210-39.8% | $11,403-30.2% |