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 | $306,427 | $177,572+72.6% | $154,803+97.9% | $142,382+115.2% |
| Participation rate | 91.7% | 82.1%+9.6pp | 78.1%+13.6pp | 80.1%+11.5pp |
| Annual return | 11.73% | 65.07%-53.3pp | 58.88%-47.1pp | 217.08%-205.3pp |
| Employer contribution / active EE | $5,889 | $4,810+22.4% | $4,305+36.8% | $4,299+37.0% |
| Participant deferral / active EE | $2,750 | $6,272-56.2% | $5,540-50.4% | $6,507-57.7% |
| Admin fee / account holder | $22,727 | $16,786+35.4% | $14,329+58.6% | $12,624+80.0% |