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 | $364,787 | $148,534+145.6% | $135,903+168.4% | $139,434+161.6% |
| Participation rate | 87.5% | 83.9%+3.6pp | 81.9%+5.6pp | 80.3%+7.2pp |
| Annual return | 18.20% | 79.19%-61.0pp | 68.23%-50.0pp | 372.94%-354.7pp |
| Employer contribution / active EE | $14,045 | $5,243+167.9% | $4,856+189.2% | $4,751+195.6% |
| Participant deferral / active EE | $21,148 | $8,100+161.1% | $7,758+172.6% | $6,710+215.2% |
| Admin fee / account holder | $29,932 | $12,400+141.4% | $10,762+178.1% | $11,403+162.5% |