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 | $387,981 | $126,574+206.5% | $106,213+265.3% | $145,922+165.9% |
| Participation rate | 83.3% | 77.6%+5.7pp | 75.3%+8.1pp | 80.3%+3.1pp |
| Annual return | 15.74% | 224.79%-209.0pp | 116.14%-100.4pp | 561.29%-545.5pp |
| Employer contribution / active EE | $3,831 | $3,730+2.7% | $3,171+20.8% | $4,660-17.8% |
| Participant deferral / active EE | $11,734 | $5,724+105.0% | $5,016+133.9% | $6,688+75.5% |
| Admin fee / account holder | $22,282 | $17,304+28.8% | $11,033+102.0% | $13,397+66.3% |