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 | $289,019 | $148,534+94.6% | $135,903+112.7% | $139,434+107.3% |
| Participation rate | 87.5% | 83.9%+3.6pp | 81.9%+5.6pp | 80.3%+7.2pp |
| Annual return | 17.82% | 79.19%-61.4pp | 68.23%-50.4pp | 372.94%-355.1pp |
| Employer contribution / active EE | $13,458 | $5,243+156.7% | $4,856+177.1% | $4,751+183.3% |
| Participant deferral / active EE | $9,871 | $8,100+21.9% | $7,758+27.2% | $6,710+47.1% |
| Admin fee / account holder | $1,578 | $12,400-87.3% | $10,762-85.3% | $11,403-86.2% |