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 6-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 | $316,905 | $159,602+98.6% | $150,045+111.2% | $142,382+122.6% |
| Participation rate | 86.7% | 84.0%+2.7pp | 82.3%+4.3pp | 80.1%+6.5pp |
| Annual return | 18.25% | 70.24%-52.0pp | 62.55%-44.3pp | 217.08%-198.8pp |
| Employer contribution / active EE | $5,700 | $4,961+14.9% | $4,693+21.4% | $4,299+32.6% |
| Participant deferral / active EE | $10,386 | $8,310+25.0% | $7,997+29.9% | $6,507+59.6% |
| Admin fee / account holder | $2,209 | $14,846-85.1% | $13,435-83.6% | $12,624-82.5% |