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 | $277,418 | $159,602+73.8% | $150,045+84.9% | $142,382+94.8% |
| Participation rate | 71.4% | 84.0%-12.5pp | 82.3%-10.9pp | 80.1%-8.7pp |
| Annual return | 14.54% | 70.24%-55.7pp | 62.55%-48.0pp | 217.08%-202.5pp |
| Employer contribution / active EE | $4,533 | $4,961-8.6% | $4,693-3.4% | $4,299+5.4% |
| Participant deferral / active EE | $14,491 | $8,310+74.4% | $7,997+81.2% | $6,507+122.7% |
| Admin fee / account holder | $2,097 | $14,846-85.9% | $13,435-84.4% | $12,624-83.4% |