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 | $292,205 | $176,812+65.3% | $146,665+99.2% | $167,490+74.5% |
| Participation rate | 92.9% | 83.6%+9.2pp | 80.1%+12.8pp | 82.1%+10.8pp |
| Annual return | 10.09% | 24.03%-13.9pp | 22.74%-12.7pp | 478.56%-468.5pp |
| Employer contribution / active EE | $21,916 | $5,160+324.7% | $4,136+429.9% | $4,837+353.1% |
| Participant deferral / active EE | $7,429 | $6,440+15.4% | $5,506+34.9% | $6,341+17.1% |
| Admin fee / account holder | $713 | $13,259-94.6% | $10,280-93.1% | $12,309-94.2% |