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 | $360,076 | $159,602+125.6% | $150,045+140.0% | $142,382+152.9% |
| Participation rate | 95.2% | 84.0%+11.3pp | 82.3%+12.9pp | 80.1%+15.1pp |
| Annual return | 15.81% | 70.24%-54.4pp | 62.55%-46.7pp | 217.08%-201.3pp |
| Employer contribution / active EE | $6,977 | $4,961+40.6% | $4,693+48.7% | $4,299+62.3% |
| Participant deferral / active EE | $14,381 | $8,310+73.1% | $7,997+79.8% | $6,507+121.0% |
| Admin fee / account holder | $2,251 | $14,846-84.8% | $13,435-83.2% | $12,624-82.2% |