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 5-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 | $544,814 | $185,822+193.2% | $169,993+220.5% | $139,434+290.7% |
| Participation rate | 88.9% | 87.8%+1.1pp | 87.0%+1.9pp | 80.3%+8.6pp |
| Annual return | 19.61% | 60.50%-40.9pp | 53.37%-33.8pp | 372.94%-353.3pp |
| Employer contribution / active EE | $8,016 | $7,590+5.6% | $6,785+18.1% | $4,751+68.7% |
| Participant deferral / active EE | $20,631 | $11,622+77.5% | $10,408+98.2% | $6,710+207.5% |
| Admin fee / account holder | $2,302 | $15,381-85.0% | $12,815-82.0% | $11,403-79.8% |