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 | $344,289 | $176,056+95.6% | $159,436+115.9% | $167,490+105.6% |
| Participation rate | 83.3% | 84.9%-1.6pp | 82.8%+0.5pp | 82.1%+1.2pp |
| Annual return | 14.64% | 331.75%-317.1pp | 263.57%-248.9pp | 478.56%-463.9pp |
| Employer contribution / active EE | $8,349 | $5,297+57.6% | $4,829+72.9% | $4,837+72.6% |
| Participant deferral / active EE | $15,852 | $7,750+104.5% | $7,352+115.6% | $6,341+150.0% |
| Admin fee / account holder | $711 | $12,554-94.3% | $10,799-93.4% | $12,309-94.2% |