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 | $354,079 | $159,602+121.9% | $150,045+136.0% | $142,382+148.7% |
| Participation rate | 88.2% | 84.0%+4.3pp | 82.3%+5.9pp | 80.1%+8.1pp |
| Annual return | 15.08% | 70.24%-55.2pp | 62.55%-47.5pp | 217.08%-202.0pp |
| Employer contribution / active EE | $3,672 | $4,961-26.0% | $4,693-21.8% | $4,299-14.6% |
| Participant deferral / active EE | $8,814 | $8,310+6.1% | $7,997+10.2% | $6,507+35.4% |
| Admin fee / account holder | $13,752 | $14,846-7.4% | $13,435+2.4% | $12,624+8.9% |