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 | $373,344 | $217,402+71.7% | $185,823+100.9% | $167,490+122.9% |
| Participation rate | 95.0% | 86.0%+9.0pp | 81.7%+13.3pp | 82.1%+12.9pp |
| Annual return | 14.73% | 148.36%-133.6pp | 122.05%-107.3pp | 478.56%-463.8pp |
| Employer contribution / active EE | $13,773 | $5,873+134.5% | $5,167+166.5% | $4,837+184.7% |
| Participant deferral / active EE | $5,377 | $6,356-15.4% | $5,568-3.4% | $6,341-15.2% |
| Admin fee / account holder | $670 | $19,811-96.6% | $16,237-95.9% | $12,309-94.6% |