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 | $360,239 | $175,202+105.6% | $149,673+140.7% | $139,434+158.4% |
| Participation rate | 87.5% | 83.4%+4.1pp | 78.8%+8.7pp | 80.3%+7.2pp |
| Annual return | 17.63% | 166.71%-149.1pp | 134.42%-116.8pp | 372.94%-355.3pp |
| Employer contribution / active EE | $34,452 | $5,474+529.4% | $4,818+615.1% | $4,751+625.2% |
| Participant deferral / active EE | $11,825 | $6,519+81.4% | $5,680+108.2% | $6,710+76.2% |
| Admin fee / account holder | $9,410 | $16,150-41.7% | $13,210-28.8% | $11,403-17.5% |