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 | $410,015 | $159,602+156.9% | $150,045+173.3% | $142,382+188.0% |
| Participation rate | 85.7% | 84.0%+1.7pp | 82.3%+3.4pp | 80.1%+5.6pp |
| Annual return | 14.70% | 70.24%-55.5pp | 62.55%-47.9pp | 217.08%-202.4pp |
| Employer contribution / active EE | $14,941 | $4,961+201.2% | $4,693+218.4% | $4,299+247.5% |
| Participant deferral / active EE | $10,799 | $8,310+30.0% | $7,997+35.0% | $6,507+66.0% |
| Admin fee / account holder | $68,431 | $14,846+360.9% | $13,435+409.4% | $12,624+442.1% |