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 | $449,388 | $165,984+170.7% | $164,813+172.7% | $145,922+208.0% |
| Participation rate | 72.7% | 82.0%-9.3pp | 78.6%-5.9pp | 80.3%-7.5pp |
| Annual return | 8.86% | 100.03%-91.2pp | 69.93%-61.1pp | 561.29%-552.4pp |
| Employer contribution / active EE | $17,552 | $5,273+232.9% | $4,341+304.3% | $4,660+276.7% |
| Participant deferral / active EE | $11,091 | $6,959+59.4% | $6,031+83.9% | $6,688+65.8% |
| Admin fee / account holder | $1,478 | $16,648-91.1% | $12,690-88.4% | $13,397-89.0% |