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 | $363,397 | $177,572+104.6% | $154,803+134.7% | $142,382+155.2% |
| Participation rate | 92.3% | 82.1%+10.3pp | 78.1%+14.2pp | 80.1%+12.2pp |
| Annual return | 13.60% | 65.07%-51.5pp | 58.88%-45.3pp | 217.08%-203.5pp |
| Employer contribution / active EE | $8,329 | $4,810+73.1% | $4,305+93.4% | $4,299+93.7% |
| Participant deferral / active EE | $6,303 | $6,272+0.5% | $5,540+13.8% | $6,507-3.1% |
| Admin fee / account holder | $12,640 | $16,786-24.7% | $14,329-11.8% | $12,624+0.1% |