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 | $283,931 | $104,974+170.5% | $95,585+197.0% | $142,382+99.4% |
| Participation rate | 91.7% | 75.0%+16.7pp | 72.1%+19.6pp | 80.1%+11.5pp |
| Annual return | 15.58% | 210.33%-194.8pp | 38.56%-23.0pp | 217.08%-201.5pp |
| Employer contribution / active EE | $8,333 | $2,779+199.9% | $2,527+229.8% | $4,299+93.8% |
| Participant deferral / active EE | $10,578 | $4,352+143.1% | $4,023+163.0% | $6,507+62.6% |
| Admin fee / account holder | $10,201 | $6,386+59.7% | $6,127+66.5% | $12,624-19.2% |