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 6-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 | $251,424 | $159,602+57.5% | $150,045+67.6% | $142,382+76.6% |
| Participation rate | 80.0% | 84.0%-4.0pp | 82.3%-2.3pp | 80.1%-0.1pp |
| Annual return | 15.43% | 70.24%-54.8pp | 62.55%-47.1pp | 217.08%-201.6pp |
| Employer contribution / active EE | $4,035 | $4,961-18.7% | $4,693-14.0% | $4,299-6.1% |
| Participant deferral / active EE | $9,004 | $8,310+8.3% | $7,997+12.6% | $6,507+38.4% |
| Admin fee / account holder | $138,300 | $14,846+831.5% | $13,435+929.4% | $12,624+995.6% |