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 8-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 | $315,894 | $133,922+135.9% | $116,228+171.8% | $142,382+121.9% |
| Participation rate | 75.0% | 77.9%-2.9pp | 74.6%+0.4pp | 80.1%-5.1pp |
| Annual return | 21.72% | 147.76%-126.0pp | 90.06%-68.3pp | 217.08%-195.4pp |
| Employer contribution / active EE | $5,307 | $3,446+54.0% | $2,994+77.2% | $4,299+23.4% |
| Participant deferral / active EE | $13,210 | $5,672+132.9% | $4,953+166.7% | $6,507+103.0% |
| Admin fee / account holder | $700 | $14,945-95.3% | $11,989-94.2% | $12,624-94.5% |