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 | $420,424 | $179,726+133.9% | $156,263+169.0% | $142,382+195.3% |
| Participation rate | 85.7% | 82.1%+3.6pp | 78.9%+6.8pp | 80.1%+5.6pp |
| Annual return | 10.63% | 77.86%-67.2pp | 59.47%-48.8pp | 217.08%-206.4pp |
| Employer contribution / active EE | $14,286 | $5,069+181.8% | $4,333+229.7% | $4,299+232.3% |
| Participant deferral / active EE | $8,656 | $6,956+24.4% | $6,158+40.6% | $6,507+33.0% |
| Admin fee / account holder | $106,265 | $17,272+515.2% | $14,255+645.5% | $12,624+741.8% |