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 | $261,312 | $108,919+139.9% | $100,391+160.3% | $145,922+79.1% |
| Participation rate | 87.5% | 82.9%+4.6pp | 81.5%+6.0pp | 80.3%+7.2pp |
| Annual return | 13.98% | 57.88%-43.9pp | 49.20%-35.2pp | 561.29%-547.3pp |
| Employer contribution / active EE | $35,737 | $4,419+708.7% | $3,942+806.7% | $4,660+667.0% |
| Participant deferral / active EE | $3,693 | $8,445-56.3% | $8,082-54.3% | $6,688-44.8% |
| Admin fee / account holder | $1,848 | $9,689-80.9% | $7,899-76.6% | $13,397-86.2% |