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 | $369,031 | $183,519+101.1% | $155,509+137.3% | $145,922+152.9% |
| Participation rate | 87.5% | 82.7%+4.8pp | 78.2%+9.3pp | 80.3%+7.2pp |
| Annual return | 13.79% | 61.17%-47.4pp | 64.67%-50.9pp | 561.29%-547.5pp |
| Employer contribution / active EE | $19,286 | $5,313+263.0% | $4,672+312.8% | $4,660+313.9% |
| Participant deferral / active EE | $19,181 | $6,462+196.8% | $5,626+240.9% | $6,688+186.8% |
| Admin fee / account holder | $49,984 | $19,313+158.8% | $15,912+214.1% | $13,397+273.1% |