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 | $275,143 | $159,602+72.4% | $150,045+83.4% | $142,382+93.2% |
| Participation rate | 82.4% | 84.0%-1.6pp | 82.3%0pp | 80.1%+2.2pp |
| Annual return | 16.69% | 70.24%-53.5pp | 62.55%-45.9pp | 217.08%-200.4pp |
| Employer contribution / active EE | $5,097 | $4,961+2.7% | $4,693+8.6% | $4,299+18.6% |
| Participant deferral / active EE | $13,653 | $8,310+64.3% | $7,997+70.7% | $6,507+109.8% |
| Admin fee / account holder | $1,093 | $14,846-92.6% | $13,435-91.9% | $12,624-91.3% |