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 | $344,248 | $114,381+201.0% | $107,525+220.2% | $142,382+141.8% |
| Participation rate | 88.9% | 78.1%+10.8pp | 75.1%+13.8pp | 80.1%+8.8pp |
| Annual return | 13.92% | 242.71%-228.8pp | 181.32%-167.4pp | 217.08%-203.2pp |
| Employer contribution / active EE | $15,636 | $4,015+289.5% | $3,754+316.6% | $4,299+263.7% |
| Participant deferral / active EE | $9,472 | $5,564+70.2% | $5,116+85.2% | $6,507+45.6% |
| Admin fee / account holder | $54,882 | $9,860+456.6% | $8,919+515.4% | $12,624+334.8% |