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 10-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 | $397,689 | $177,572+124.0% | $154,803+156.9% | $142,382+179.3% |
| Participation rate | 85.7% | 82.1%+3.7pp | 78.1%+7.6pp | 80.1%+5.6pp |
| Annual return | 13.39% | 65.07%-51.7pp | 58.88%-45.5pp | 217.08%-203.7pp |
| Employer contribution / active EE | $4,371 | $4,810-9.1% | $4,305+1.5% | $4,299+1.7% |
| Participant deferral / active EE | $9,351 | $6,272+49.1% | $5,540+68.8% | $6,507+43.7% |
| Admin fee / account holder | $1,370 | $16,786-91.8% | $14,329-90.4% | $12,624-89.1% |