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 | $365,189 | $177,572+105.7% | $154,803+135.9% | $142,382+156.5% |
| Participation rate | 95.5% | 82.1%+13.4pp | 78.1%+17.4pp | 80.1%+15.3pp |
| Annual return | 16.67% | 65.07%-48.4pp | 58.88%-42.2pp | 217.08%-200.4pp |
| Employer contribution / active EE | $12,147 | $4,810+152.5% | $4,305+182.1% | $4,299+182.6% |
| Participant deferral / active EE | $8,233 | $6,272+31.3% | $5,540+48.6% | $6,507+26.5% |
| Admin fee / account holder | $23,019 | $16,786+37.1% | $14,329+60.6% | $12,624+82.3% |