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 | $488,461 | $159,602+206.0% | $150,045+225.5% | $142,382+243.1% |
| Participation rate | 94.1% | 84.0%+10.1pp | 82.3%+11.8pp | 80.1%+14.0pp |
| Annual return | 14.81% | 70.24%-55.4pp | 62.55%-47.7pp | 217.08%-202.3pp |
| Employer contribution / active EE | $6,038 | $4,961+21.7% | $4,693+28.6% | $4,299+40.4% |
| Participant deferral / active EE | $13,880 | $8,310+67.0% | $7,997+73.6% | $6,507+113.3% |
| Admin fee / account holder | $32,806 | $14,846+121.0% | $13,435+144.2% | $12,624+159.9% |