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 | $419,451 | $159,602+162.8% | $150,045+179.5% | $142,382+194.6% |
| Participation rate | 87.0% | 84.0%+3.0pp | 82.3%+4.6pp | 80.1%+6.8pp |
| Annual return | 14.49% | 70.24%-55.7pp | 62.55%-48.1pp | 217.08%-202.6pp |
| Employer contribution / active EE | $5,217 | $4,961+5.2% | $4,693+11.2% | $4,299+21.4% |
| Participant deferral / active EE | $13,945 | $8,310+67.8% | $7,997+74.4% | $6,507+114.3% |
| Admin fee / account holder | $38,679 | $14,846+160.5% | $13,435+187.9% | $12,624+206.4% |