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 | $350,448 | $177,572+97.4% | $154,803+126.4% | $142,382+146.1% |
| Participation rate | 90.0% | 82.1%+7.9pp | 78.1%+11.9pp | 80.1%+9.9pp |
| Annual return | 15.96% | 65.07%-49.1pp | 58.88%-42.9pp | 217.08%-201.1pp |
| Employer contribution / active EE | $6,203 | $4,810+28.9% | $4,305+44.1% | $4,299+44.3% |
| Participant deferral / active EE | $7,760 | $6,272+23.7% | $5,540+40.1% | $6,507+19.3% |
| Admin fee / account holder | $3,113 | $16,786-81.5% | $14,329-78.3% | $12,624-75.3% |