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 | $294,420 | $148,534+98.2% | $135,903+116.6% | $139,434+111.2% |
| Participation rate | 91.7% | 83.9%+7.8pp | 81.9%+9.8pp | 80.3%+11.3pp |
| Annual return | 22.87% | 79.19%-56.3pp | 68.23%-45.4pp | 372.94%-350.1pp |
| Employer contribution / active EE | $9,412 | $5,243+79.5% | $4,856+93.8% | $4,751+98.1% |
| Participant deferral / active EE | $12,964 | $8,100+60.0% | $7,758+67.1% | $6,710+93.2% |
| Admin fee / account holder | $5,203 | $12,400-58.0% | $10,762-51.7% | $11,403-54.4% |