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 | $416,080 | $159,602+160.7% | $150,045+177.3% | $142,382+192.2% |
| Participation rate | 93.3% | 84.0%+9.4pp | 82.3%+11.0pp | 80.1%+13.2pp |
| Annual return | 15.11% | 70.24%-55.1pp | 62.55%-47.4pp | 217.08%-202.0pp |
| Employer contribution / active EE | $17,649 | $4,961+255.8% | $4,693+276.1% | $4,299+310.5% |
| Participant deferral / active EE | $9,436 | $8,310+13.6% | $7,997+18.0% | $6,507+45.0% |
| Admin fee / account holder | $35,899 | $14,846+141.8% | $13,435+167.2% | $12,624+184.4% |