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 | $380,850 | $159,602+138.6% | $150,045+153.8% | $142,382+167.5% |
| Participation rate | 93.3% | 84.0%+9.4pp | 82.3%+11.0pp | 80.1%+13.2pp |
| Annual return | 16.50% | 70.24%-53.7pp | 62.55%-46.1pp | 217.08%-200.6pp |
| Employer contribution / active EE | $1,724 | $4,961-65.2% | $4,693-63.3% | $4,299-59.9% |
| Participant deferral / active EE | $3,574 | $8,310-57.0% | $7,997-55.3% | $6,507-45.1% |
| Admin fee / account holder | $28,339 | $14,846+90.9% | $13,435+110.9% | $12,624+124.5% |