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 | $347,463 | $165,984+109.3% | $164,813+110.8% | $145,922+138.1% |
| Participation rate | 88.2% | 82.0%+6.2pp | 78.6%+9.6pp | 80.3%+8.0pp |
| Annual return | 13.95% | 100.03%-86.1pp | 69.93%-56.0pp | 561.29%-547.3pp |
| Employer contribution / active EE | $11,020 | $5,273+109.0% | $4,341+153.9% | $4,660+136.5% |
| Participant deferral / active EE | $18,927 | $6,959+172.0% | $6,031+213.8% | $6,688+183.0% |
| Admin fee / account holder | $6,115 | $16,648-63.3% | $12,690-51.8% | $13,397-54.4% |