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 | $274,908 | $177,572+54.8% | $154,803+77.6% | $142,382+93.1% |
| Participation rate | 73.9% | 82.1%-8.1pp | 78.1%-4.2pp | 80.1%-6.2pp |
| Annual return | 18.14% | 65.07%-46.9pp | 58.88%-40.7pp | 217.08%-198.9pp |
| Employer contribution / active EE | $4,592 | $4,810-4.5% | $4,305+6.7% | $4,299+6.8% |
| Participant deferral / active EE | $4,917 | $6,272-21.6% | $5,540-11.3% | $6,507-24.4% |
| Admin fee / account holder | $7,007 | $16,786-58.3% | $14,329-51.1% | $12,624-44.5% |