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 | $435,385 | $159,602+172.8% | $150,045+190.2% | $142,382+205.8% |
| Participation rate | 95.2% | 84.0%+11.3pp | 82.3%+12.9pp | 80.1%+15.1pp |
| Annual return | 19.73% | 70.24%-50.5pp | 62.55%-42.8pp | 217.08%-197.3pp |
| Employer contribution / active EE | $19,014 | $4,961+283.3% | $4,693+305.2% | $4,299+342.3% |
| Participant deferral / active EE | $14,634 | $8,310+76.1% | $7,997+83.0% | $6,507+124.9% |
| Admin fee / account holder | $8,625 | $14,846-41.9% | $13,435-35.8% | $12,624-31.7% |