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 6-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 | $384,403 | $159,602+140.9% | $150,045+156.2% | $142,382+170.0% |
| Participation rate | 85.7% | 84.0%+1.7pp | 82.3%+3.4pp | 80.1%+5.6pp |
| Annual return | 15.00% | 70.24%-55.2pp | 62.55%-47.5pp | 217.08%-202.1pp |
| Employer contribution / active EE | $5,189 | $4,961+4.6% | $4,693+10.6% | $4,299+20.7% |
| Participant deferral / active EE | $10,975 | $8,310+32.1% | $7,997+37.2% | $6,507+68.7% |
| Admin fee / account holder | $53,020 | $14,846+257.1% | $13,435+294.6% | $12,624+320.0% |