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 | $368,322 | $159,602+130.8% | $150,045+145.5% | $142,382+158.7% |
| Participation rate | 89.5% | 84.0%+5.5pp | 82.3%+7.2pp | 80.1%+9.4pp |
| Annual return | 16.33% | 70.24%-53.9pp | 62.55%-46.2pp | 217.08%-200.7pp |
| Employer contribution / active EE | $12,753 | $4,961+157.1% | $4,693+171.7% | $4,299+196.6% |
| Participant deferral / active EE | $12,386 | $8,310+49.0% | $7,997+54.9% | $6,507+90.3% |
| Admin fee / account holder | $25,682 | $14,846+73.0% | $13,435+91.2% | $12,624+103.4% |