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 | $346,570 | $74,888+362.8% | $71,209+386.7% | $142,382+143.4% |
| Participation rate | 94.4% | 76.2%+18.2pp | 73.8%+20.7pp | 80.1%+14.3pp |
| Annual return | 14.95% | 345.14%-330.2pp | 282.51%-267.6pp | 217.08%-202.1pp |
| Employer contribution / active EE | $7,242 | $2,854+153.7% | $2,721+166.2% | $4,299+68.5% |
| Participant deferral / active EE | $14,249 | $4,454+219.9% | $4,175+241.3% | $6,507+119.0% |
| Admin fee / account holder | $4,558 | $5,568-18.1% | $5,349-14.8% | $12,624-63.9% |