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 | $424,849 | $159,602+166.2% | $150,045+183.1% | $142,382+198.4% |
| Participation rate | 83.3% | 84.0%-0.6pp | 82.3%+1.0pp | 80.1%+3.2pp |
| Annual return | 13.08% | 70.24%-57.2pp | 62.55%-49.5pp | 217.08%-204.0pp |
| Employer contribution / active EE | $5,705 | $4,961+15.0% | $4,693+21.6% | $4,299+32.7% |
| Participant deferral / active EE | $14,066 | $8,310+69.3% | $7,997+75.9% | $6,507+116.2% |
| Admin fee / account holder | $17,619 | $14,846+18.7% | $13,435+31.1% | $12,624+39.6% |