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 | $316,014 | $133,922+136.0% | $116,228+171.9% | $142,382+121.9% |
| Participation rate | 95.2% | 77.9%+17.4pp | 74.6%+20.7pp | 80.1%+15.1pp |
| Annual return | 13.57% | 147.76%-134.2pp | 90.06%-76.5pp | 217.08%-203.5pp |
| Employer contribution / active EE | $7,211 | $3,446+109.3% | $2,994+140.8% | $4,299+67.7% |
| Participant deferral / active EE | $4,828 | $5,672-14.9% | $4,953-2.5% | $6,507-25.8% |
| Admin fee / account holder | $13,883 | $14,945-7.1% | $11,989+15.8% | $12,624+10.0% |