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 7-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 | $270,175 | $176,056+53.5% | $159,436+69.5% | $167,490+61.3% |
| Participation rate | 95.5% | 84.9%+10.5pp | 82.8%+12.6pp | 82.1%+13.3pp |
| Annual return | 15.85% | 331.75%-315.9pp | 263.57%-247.7pp | 478.56%-462.7pp |
| Employer contribution / active EE | $8,935 | $5,297+68.7% | $4,829+85.0% | $4,837+84.7% |
| Participant deferral / active EE | $8,159 | $7,750+5.3% | $7,352+11.0% | $6,341+28.7% |
| Admin fee / account holder | $4,700 | $12,554-62.6% | $10,799-56.5% | $12,309-61.8% |