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 | $298,586 | $183,519+62.7% | $155,509+92.0% | $145,922+104.6% |
| Participation rate | 80.0% | 82.7%-2.7pp | 78.2%+1.8pp | 80.3%-0.3pp |
| Annual return | 11.66% | 61.17%-49.5pp | 64.67%-53.0pp | 561.29%-549.6pp |
| Employer contribution / active EE | $17,087 | $5,313+221.6% | $4,672+265.7% | $4,660+266.7% |
| Participant deferral / active EE | $9,746 | $6,462+50.8% | $5,626+73.2% | $6,688+45.7% |
| Admin fee / account holder | $43,257 | $19,313+124.0% | $15,912+171.9% | $13,397+222.9% |