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 | $255,109 | $127,777+99.7% | $106,548+139.4% | $167,490+52.3% |
| Participation rate | 95.2% | 78.3%+17.0pp | 76.1%+19.1pp | 82.1%+13.1pp |
| Annual return | 16.81% | 33.87%-17.1pp | 26.80%-10.0pp | 478.56%-461.8pp |
| Employer contribution / active EE | $9,267 | $3,427+170.4% | $2,819+228.7% | $4,837+91.6% |
| Participant deferral / active EE | $7,579 | $5,087+49.0% | $4,398+72.3% | $6,341+19.5% |
| Admin fee / account holder | $16,773 | $11,228+49.4% | $7,407+126.4% | $12,309+36.3% |