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 | $345,504 | $210,648+64.0% | $177,989+94.1% | $145,922+136.8% |
| Participation rate | 75.0% | 80.8%-5.8pp | 77.1%-2.1pp | 80.3%-5.3pp |
| Annual return | 11.80% | 385.86%-374.1pp | 294.48%-282.7pp | 561.29%-549.5pp |
| Employer contribution / active EE | $17,253 | $4,565+278.0% | $3,949+336.9% | $4,660+270.3% |
| Participant deferral / active EE | $12,125 | $6,958+74.3% | $6,276+93.2% | $6,688+81.3% |
| Admin fee / account holder | $13,018 | $12,013+8.4% | $10,363+25.6% | $13,397-2.8% |