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 | $300,507 | $127,065+136.5% | $113,168+165.5% | $142,382+111.1% |
| Participation rate | 88.9% | 79.2%+9.7pp | 76.6%+12.3pp | 80.1%+8.8pp |
| Annual return | 13.36% | 24.03%-10.7pp | 24.27%-10.9pp | 217.08%-203.7pp |
| Employer contribution / active EE | $7,331 | $3,442+113.0% | $2,975+146.4% | $4,299+70.5% |
| Participant deferral / active EE | $10,472 | $5,716+83.2% | $5,107+105.1% | $6,507+60.9% |
| Admin fee / account holder | $21,003 | $15,736+33.5% | $12,068+74.0% | $12,624+66.4% |