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 | $501,300 | $159,602+214.1% | $150,045+234.1% | $142,382+252.1% |
| Participation rate | 85.7% | 84.0%+1.7pp | 82.3%+3.4pp | 80.1%+5.6pp |
| Annual return | 16.74% | 70.24%-53.5pp | 62.55%-45.8pp | 217.08%-200.3pp |
| Employer contribution / active EE | $3,166 | $4,961-36.2% | $4,693-32.5% | $4,299-26.4% |
| Participant deferral / active EE | $8,657 | $8,310+4.2% | $7,997+8.3% | $6,507+33.0% |
| Admin fee / account holder | $129,968 | $14,846+775.4% | $13,435+867.4% | $12,624+929.6% |