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 | $420,763 | $179,726+134.1% | $156,263+169.3% | $142,382+195.5% |
| Participation rate | 94.1% | 82.1%+12.0pp | 78.9%+15.2pp | 80.1%+14.0pp |
| Annual return | 24.35% | 77.86%-53.5pp | 59.47%-35.1pp | 217.08%-192.7pp |
| Employer contribution / active EE | $9,439 | $5,069+86.2% | $4,333+117.8% | $4,299+119.6% |
| Participant deferral / active EE | $5,589 | $6,956-19.7% | $6,158-9.2% | $6,507-14.1% |
| Admin fee / account holder | $18,360 | $17,272+6.3% | $14,255+28.8% | $12,624+45.4% |