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 | $288,232 | $159,602+80.6% | $150,045+92.1% | $142,382+102.4% |
| Participation rate | 84.6% | 84.0%+0.6pp | 82.3%+2.3pp | 80.1%+4.5pp |
| Annual return | 12.74% | 70.24%-57.5pp | 62.55%-49.8pp | 217.08%-204.3pp |
| Employer contribution / active EE | $18,850 | $4,961+280.0% | $4,693+301.6% | $4,299+338.5% |
| Participant deferral / active EE | $9,548 | $8,310+14.9% | $7,997+19.4% | $6,507+46.7% |
| Admin fee / account holder | $26,330 | $14,846+77.3% | $13,435+96.0% | $12,624+108.6% |