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 8-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 | $518,087 | $177,572+191.8% | $154,803+234.7% | $142,382+263.9% |
| Participation rate | 90.0% | 82.1%+7.9pp | 78.1%+11.9pp | 80.1%+9.9pp |
| Annual return | 19.35% | 65.07%-45.7pp | 58.88%-39.5pp | 217.08%-197.7pp |
| Employer contribution / active EE | $7,660 | $4,810+59.2% | $4,305+77.9% | $4,299+78.2% |
| Participant deferral / active EE | $6,073 | $6,272-3.2% | $5,540+9.6% | $6,507-6.7% |
| Admin fee / account holder | $6,239 | $16,786-62.8% | $14,329-56.5% | $12,624-50.6% |