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 | $348,979 | $177,572+96.5% | $154,803+125.4% | $142,382+145.1% |
| Participation rate | 80.0% | 82.1%-2.1pp | 78.1%+1.9pp | 80.1%-0.1pp |
| Annual return | 15.27% | 65.07%-49.8pp | 58.88%-43.6pp | 217.08%-201.8pp |
| Employer contribution / active EE | $15,210 | $4,810+216.2% | $4,305+253.3% | $4,299+253.8% |
| Participant deferral / active EE | $13,600 | $6,272+116.9% | $5,540+145.5% | $6,507+109.0% |
| Admin fee / account holder | $332,576 | $16,786+1881.3% | $14,329+2221.0% | $12,624+2534.5% |