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 | $358,676 | $114,381+213.6% | $107,525+233.6% | $142,382+151.9% |
| Participation rate | 90.9% | 78.1%+12.8pp | 75.1%+15.8pp | 80.1%+10.8pp |
| Annual return | 13.83% | 242.71%-228.9pp | 181.32%-167.5pp | 217.08%-203.2pp |
| Employer contribution / active EE | $27,130 | $4,015+575.8% | $3,754+622.8% | $4,299+531.1% |
| Participant deferral / active EE | $5,799 | $5,564+4.2% | $5,116+13.4% | $6,507-10.9% |
| Admin fee / account holder | $12,413 | $9,860+25.9% | $8,919+39.2% | $12,624-1.7% |