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 | $252,622 | $177,572+42.3% | $154,803+63.2% | $142,382+77.4% |
| Participation rate | 80.0% | 82.1%-2.1pp | 78.1%+1.9pp | 80.1%-0.1pp |
| Annual return | 17.42% | 65.07%-47.7pp | 58.88%-41.5pp | 217.08%-199.7pp |
| Employer contribution / active EE | $18,737 | $4,810+289.5% | $4,305+335.2% | $4,299+335.8% |
| Participant deferral / active EE | $6,961 | $6,272+11.0% | $5,540+25.6% | $6,507+7.0% |
| Admin fee / account holder | $6,601 | $16,786-60.7% | $14,329-53.9% | $12,624-47.7% |