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 | $395,358 | $159,602+147.7% | $150,045+163.5% | $142,382+177.7% |
| Participation rate | 94.1% | 84.0%+10.1pp | 82.3%+11.8pp | 80.1%+14.0pp |
| Annual return | 15.83% | 70.24%-54.4pp | 62.55%-46.7pp | 217.08%-201.2pp |
| Employer contribution / active EE | $5,884 | $4,961+18.6% | $4,693+25.4% | $4,299+36.9% |
| Participant deferral / active EE | $12,207 | $8,310+46.9% | $7,997+52.6% | $6,507+87.6% |
| Admin fee / account holder | $1,785 | $14,846-88.0% | $13,435-86.7% | $12,624-85.9% |