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 | $259,683 | $159,602+62.7% | $150,045+73.1% | $142,382+82.4% |
| Participation rate | 75.0% | 84.0%-9.0pp | 82.3%-7.3pp | 80.1%-5.1pp |
| Annual return | 18.14% | 70.24%-52.1pp | 62.55%-44.4pp | 217.08%-198.9pp |
| Employer contribution / active EE | $6,762 | $4,961+36.3% | $4,693+44.1% | $4,299+57.3% |
| Participant deferral / active EE | $2,813 | $8,310-66.1% | $7,997-64.8% | $6,507-56.8% |
| Admin fee / account holder | $1,067 | $14,846-92.8% | $13,435-92.1% | $12,624-91.5% |