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 | $804,191 | $159,602+403.9% | $150,045+436.0% | $142,382+464.8% |
| Participation rate | 93.8% | 84.0%+9.8pp | 82.3%+11.4pp | 80.1%+13.6pp |
| Annual return | 15.82% | 70.24%-54.4pp | 62.55%-46.7pp | 217.08%-201.3pp |
| Employer contribution / active EE | $21,609 | $4,961+335.6% | $4,693+360.4% | $4,299+402.6% |
| Participant deferral / active EE | $8,346 | $8,310+0.4% | $7,997+4.4% | $6,507+28.3% |
| Admin fee / account holder | $2,333 | $14,846-84.3% | $13,435-82.6% | $12,624-81.5% |