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 | $437,364 | $159,602+174.0% | $150,045+191.5% | $142,382+207.2% |
| Participation rate | 95.7% | 84.0%+11.7pp | 82.3%+13.3pp | 80.1%+15.5pp |
| Annual return | 16.67% | 70.24%-53.6pp | 62.55%-45.9pp | 217.08%-200.4pp |
| Employer contribution / active EE | $25,463 | $4,961+413.3% | $4,693+442.6% | $4,299+492.3% |
| Participant deferral / active EE | $20,576 | $8,310+147.6% | $7,997+157.3% | $6,507+216.2% |
| Admin fee / account holder | $6,499 | $14,846-56.2% | $13,435-51.6% | $12,624-48.5% |