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 | $318,181 | $159,602+99.4% | $150,045+112.1% | $142,382+123.5% |
| Participation rate | 78.9% | 84.0%-5.0pp | 82.3%-3.4pp | 80.1%-1.2pp |
| Annual return | 15.03% | 70.24%-55.2pp | 62.55%-47.5pp | 217.08%-202.0pp |
| Employer contribution / active EE | $2,407 | $4,961-51.5% | $4,693-48.7% | $4,299-44.0% |
| Participant deferral / active EE | $9,630 | $8,310+15.9% | $7,997+20.4% | $6,507+48.0% |
| Admin fee / account holder | $96,534 | $14,846+550.2% | $13,435+618.5% | $12,624+664.7% |