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 | $421,554 | $175,202+140.6% | $149,673+181.7% | $139,434+202.3% |
| Participation rate | 87.5% | 83.4%+4.1pp | 78.8%+8.7pp | 80.3%+7.2pp |
| Annual return | 11.93% | 166.71%-154.8pp | 134.42%-122.5pp | 372.94%-361.0pp |
| Employer contribution / active EE | $8,687 | $5,474+58.7% | $4,818+80.3% | $4,751+82.9% |
| Participant deferral / active EE | $8,631 | $6,519+32.4% | $5,680+52.0% | $6,710+28.6% |
| Admin fee / account holder | $5,098 | $16,150-68.4% | $13,210-61.4% | $11,403-55.3% |