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 | $388,650 | $165,984+134.1% | $164,813+135.8% | $145,922+166.3% |
| Participation rate | 92.3% | 82.0%+10.3pp | 78.6%+13.7pp | 80.3%+12.0pp |
| Annual return | 14.19% | 100.03%-85.8pp | 69.93%-55.7pp | 561.29%-547.1pp |
| Employer contribution / active EE | $11,465 | $5,273+117.4% | $4,341+164.1% | $4,660+146.1% |
| Participant deferral / active EE | $12,858 | $6,959+84.8% | $6,031+113.2% | $6,688+92.3% |
| Admin fee / account holder | $17,313 | $16,648+4.0% | $12,690+36.4% | $13,397+29.2% |