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 7-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 | $376,952 | $197,591+90.8% | $177,821+112.0% | $158,922+137.2% |
| Participation rate | 86.7% | 88.5%-1.9pp | 87.7%-1.1pp | 82.0%+4.7pp |
| Annual return | 13.93% | 58.76%-44.8pp | 48.32%-34.4pp | 302.83%-288.9pp |
| Employer contribution / active EE | $7,839 | $6,697+17.0% | $5,918+32.5% | $4,761+64.6% |
| Participant deferral / active EE | $17,301 | $8,405+105.9% | $7,714+124.3% | $5,982+189.2% |
| Admin fee / account holder | $4,366 | $15,399-71.6% | $12,427-64.9% | $11,246-61.2% |