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 | $357,356 | $202,432+76.5% | $169,368+111.0% | $139,434+156.3% |
| Participation rate | 88.9% | 81.1%+7.8pp | 77.1%+11.7pp | 80.3%+8.6pp |
| Annual return | 16.57% | 531.74%-515.2pp | 405.60%-389.0pp | 372.94%-356.4pp |
| Employer contribution / active EE | $11,746 | $4,692+150.3% | $4,013+192.7% | $4,751+147.2% |
| Participant deferral / active EE | $9,480 | $6,938+36.6% | $6,221+52.4% | $6,710+41.3% |
| Admin fee / account holder | $12,476 | $10,708+16.5% | $9,003+38.6% | $11,403+9.4% |