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 | $338,695 | $201,272+68.3% | $184,203+83.9% | $145,922+132.1% |
| Participation rate | 95.7% | 87.5%+8.2pp | 86.8%+8.8pp | 80.3%+15.4pp |
| Annual return | 10.24% | 29.00%-18.8pp | 28.81%-18.6pp | 561.29%-551.0pp |
| Employer contribution / active EE | $17,978 | $7,022+156.0% | $6,427+179.7% | $4,660+285.8% |
| Participant deferral / active EE | $10,453 | $9,806+6.6% | $9,131+14.5% | $6,688+56.3% |
| Admin fee / account holder | $2,714 | $16,364-83.4% | $13,901-80.5% | $13,397-79.7% |