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 | $304,907 | $159,602+91.0% | $150,045+103.2% | $142,382+114.1% |
| Participation rate | 95.0% | 84.0%+11.0pp | 82.3%+12.7pp | 80.1%+14.9pp |
| Annual return | 16.27% | 70.24%-54.0pp | 62.55%-46.3pp | 217.08%-200.8pp |
| Employer contribution / active EE | $6,808 | $4,961+37.2% | $4,693+45.1% | $4,299+58.3% |
| Participant deferral / active EE | $11,005 | $8,310+32.4% | $7,997+37.6% | $6,507+69.1% |
| Admin fee / account holder | $19,908 | $14,846+34.1% | $13,435+48.2% | $12,624+57.7% |