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 | $392,123 | $159,602+145.7% | $150,045+161.3% | $142,382+175.4% |
| Participation rate | 95.8% | 84.0%+11.9pp | 82.3%+13.5pp | 80.1%+15.7pp |
| Annual return | 16.99% | 70.24%-53.2pp | 62.55%-45.6pp | 217.08%-200.1pp |
| Employer contribution / active EE | $9,646 | $4,961+94.5% | $4,693+105.5% | $4,299+124.4% |
| Participant deferral / active EE | $15,477 | $8,310+86.2% | $7,997+93.5% | $6,507+137.8% |
| Admin fee / account holder | $7,061 | $14,846-52.4% | $13,435-47.4% | $12,624-44.1% |