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 9-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 | $348,123 | $179,726+93.7% | $156,263+122.8% | $142,382+144.5% |
| Participation rate | 85.7% | 82.1%+3.6pp | 78.9%+6.8pp | 80.1%+5.6pp |
| Annual return | 17.50% | 77.86%-60.4pp | 59.47%-42.0pp | 217.08%-199.6pp |
| Employer contribution / active EE | $15,838 | $5,069+212.4% | $4,333+265.5% | $4,299+268.4% |
| Participant deferral / active EE | $10,118 | $6,956+45.5% | $6,158+64.3% | $6,507+55.5% |
| Admin fee / account holder | $3,077 | $17,272-82.2% | $14,255-78.4% | $12,624-75.6% |