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 | $385,666 | $157,256+145.2% | $141,162+173.2% | $152,861+152.3% |
| Participation rate | 92.9% | 84.8%+8.0pp | 82.5%+10.4pp | 82.4%+10.4pp |
| Annual return | 18.91% | 64.32%-45.4pp | 71.39%-52.5pp | 345.32%-326.4pp |
| Employer contribution / active EE | $8,926 | $5,261+69.7% | $4,735+88.5% | $4,762+87.4% |
| Participant deferral / active EE | $13,721 | $7,109+93.0% | $6,709+104.5% | $5,850+134.5% |
| Admin fee / account holder | $37,139 | $12,120+206.4% | $10,261+261.9% | $11,596+220.3% |