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 | $563,395 | $177,572+217.3% | $154,803+263.9% | $142,382+295.7% |
| Participation rate | 88.9% | 82.1%+6.8pp | 78.1%+10.8pp | 80.1%+8.8pp |
| Annual return | 17.29% | 65.07%-47.8pp | 58.88%-41.6pp | 217.08%-199.8pp |
| Employer contribution / active EE | $6,228 | $4,810+29.5% | $4,305+44.7% | $4,299+44.9% |
| Participant deferral / active EE | $12,588 | $6,272+100.7% | $5,540+127.2% | $6,507+93.5% |
| Admin fee / account holder | $2,132 | $16,786-87.3% | $14,329-85.1% | $12,624-83.1% |