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 | $363,915 | $177,572+104.9% | $154,803+135.1% | $142,382+155.6% |
| Participation rate | 91.7% | 82.1%+9.6pp | 78.1%+13.6pp | 80.1%+11.5pp |
| Annual return | 18.94% | 65.07%-46.1pp | 58.88%-39.9pp | 217.08%-198.1pp |
| Employer contribution / active EE | $4,053 | $4,810-15.8% | $4,305-5.9% | $4,299-5.7% |
| Participant deferral / active EE | $6,693 | $6,272+6.7% | $5,540+20.8% | $6,507+2.9% |
| Admin fee / account holder | $5,938 | $16,786-64.6% | $14,329-58.6% | $12,624-53.0% |