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 4-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 | $293,004 | $159,602+83.6% | $150,045+95.3% | $142,382+105.8% |
| Participation rate | 93.8% | 84.0%+9.8pp | 82.3%+11.4pp | 80.1%+13.6pp |
| Annual return | 16.29% | 70.24%-53.9pp | 62.55%-46.3pp | 217.08%-200.8pp |
| Employer contribution / active EE | $2,694 | $4,961-45.7% | $4,693-42.6% | $4,299-37.3% |
| Participant deferral / active EE | $11,631 | $8,310+40.0% | $7,997+45.4% | $6,507+78.7% |
| Admin fee / account holder | $17,591 | $14,846+18.5% | $13,435+30.9% | $12,624+39.3% |