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 8-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 | $260,124 | $159,602+63.0% | $150,045+73.4% | $142,382+82.7% |
| Participation rate | 81.8% | 84.0%-2.2pp | 82.3%-0.5pp | 80.1%+1.7pp |
| Annual return | 16.38% | 70.24%-53.9pp | 62.55%-46.2pp | 217.08%-200.7pp |
| Employer contribution / active EE | $3,853 | $4,961-22.3% | $4,693-17.9% | $4,299-10.4% |
| Participant deferral / active EE | $10,575 | $8,310+27.3% | $7,997+32.2% | $6,507+62.5% |
| Admin fee / account holder | $16,206 | $14,846+9.2% | $13,435+20.6% | $12,624+28.4% |