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 | $294,532 | $157,256+87.3% | $141,162+108.6% | $152,861+92.7% |
| Participation rate | 95.2% | 84.8%+10.4pp | 82.5%+12.8pp | 82.4%+12.8pp |
| Annual return | 19.73% | 64.32%-44.6pp | 71.39%-51.7pp | 345.32%-325.6pp |
| Employer contribution / active EE | $13,251 | $5,261+151.9% | $4,735+179.9% | $4,762+178.3% |
| Participant deferral / active EE | $9,058 | $7,109+27.4% | $6,709+35.0% | $5,850+54.8% |
| Admin fee / account holder | $4,111 | $12,120-66.1% | $10,261-59.9% | $11,596-64.6% |