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 | $261,435 | $159,602+63.8% | $150,045+74.2% | $142,382+83.6% |
| Participation rate | 92.3% | 84.0%+8.3pp | 82.3%+10.0pp | 80.1%+12.2pp |
| Annual return | 15.75% | 70.24%-54.5pp | 62.55%-46.8pp | 217.08%-201.3pp |
| Employer contribution / active EE | $6,665 | $4,961+34.4% | $4,693+42.0% | $4,299+55.0% |
| Participant deferral / active EE | $15,370 | $8,310+85.0% | $7,997+92.2% | $6,507+136.2% |
| Admin fee / account holder | $2,168 | $14,846-85.4% | $13,435-83.9% | $12,624-82.8% |