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 | $304,681 | $159,602+90.9% | $150,045+103.1% | $142,382+114.0% |
| Participation rate | 87.5% | 84.0%+3.5pp | 82.3%+5.2pp | 80.1%+7.4pp |
| Annual return | 20.64% | 70.24%-49.6pp | 62.55%-41.9pp | 217.08%-196.4pp |
| Employer contribution / active EE | $21,207 | $4,961+327.5% | $4,693+351.9% | $4,299+393.3% |
| Participant deferral / active EE | $8,493 | $8,310+2.2% | $7,997+6.2% | $6,507+30.5% |
| Admin fee / account holder | $2,840 | $14,846-80.9% | $13,435-78.9% | $12,624-77.5% |