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 | $353,343 | $159,602+121.4% | $150,045+135.5% | $142,382+148.2% |
| Participation rate | 72.7% | 84.0%-11.2pp | 82.3%-9.6pp | 80.1%-7.4pp |
| Annual return | 14.73% | 70.24%-55.5pp | 62.55%-47.8pp | 217.08%-202.3pp |
| Employer contribution / active EE | $5,057 | $4,961+1.9% | $4,693+7.8% | $4,299+17.6% |
| Participant deferral / active EE | $12,810 | $8,310+54.2% | $7,997+60.2% | $6,507+96.9% |
| Admin fee / account holder | $35,654 | $14,846+140.2% | $13,435+165.4% | $12,624+182.4% |