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 | $255,300 | $171,865+48.5% | $149,718+70.5% | $147,584+73.0% |
| Participation rate | 87.5% | 88.2%-0.7pp | 87.1%+0.4pp | 82.8%+4.7pp |
| Annual return | 15.90% | 2113.22%-2097.3pp | 1501.63%-1485.7pp | 578.55%-562.6pp |
| Employer contribution / active EE | $6,236 | $6,275-0.6% | $5,445+14.5% | $4,876+27.9% |
| Participant deferral / active EE | $11,190 | $7,271+53.9% | $6,569+70.4% | $5,439+105.8% |
| Admin fee / account holder | $1,317 | $13,799-90.5% | $11,283-88.3% | $10,885-87.9% |