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 | $512,690 | $159,602+221.2% | $150,045+241.7% | $142,382+260.1% |
| Participation rate | 80.0% | 84.0%-4.0pp | 82.3%-2.3pp | 80.1%-0.1pp |
| Annual return | 15.63% | 70.24%-54.6pp | 62.55%-46.9pp | 217.08%-201.4pp |
| Employer contribution / active EE | $5,273 | $4,961+6.3% | $4,693+12.4% | $4,299+22.7% |
| Participant deferral / active EE | $16,415 | $8,310+97.5% | $7,997+105.3% | $6,507+152.3% |
| Admin fee / account holder | $6,358 | $14,846-57.2% | $13,435-52.7% | $12,624-49.6% |