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 | $329,543 | $217,402+51.6% | $185,823+77.3% | $167,490+96.8% |
| Participation rate | 90.9% | 86.0%+4.9pp | 81.7%+9.2pp | 82.1%+8.8pp |
| Annual return | 12.18% | 148.36%-136.2pp | 122.05%-109.9pp | 478.56%-466.4pp |
| Employer contribution / active EE | $16,563 | $5,873+182.0% | $5,167+220.5% | $4,837+242.4% |
| Participant deferral / active EE | $21,716 | $6,356+241.6% | $5,568+290.0% | $6,341+242.5% |
| Admin fee / account holder | $14,616 | $19,811-26.2% | $16,237-10.0% | $12,309+18.7% |