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 | $325,294 | $179,726+81.0% | $156,263+108.2% | $142,382+128.5% |
| Participation rate | 91.7% | 82.1%+9.6pp | 78.9%+12.8pp | 80.1%+11.5pp |
| Annual return | 19.49% | 77.86%-58.4pp | 59.47%-40.0pp | 217.08%-197.6pp |
| Employer contribution / active EE | $17,649 | $5,069+248.2% | $4,333+307.3% | $4,299+310.5% |
| Participant deferral / active EE | $10,105 | $6,956+45.3% | $6,158+64.1% | $6,507+55.3% |
| Admin fee / account holder | $2,222 | $17,272-87.1% | $14,255-84.4% | $12,624-82.4% |