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 | $312,798 | $176,056+77.7% | $159,436+96.2% | $167,490+86.8% |
| Participation rate | 90.0% | 84.9%+5.1pp | 82.8%+7.2pp | 82.1%+7.9pp |
| Annual return | 14.92% | 331.75%-316.8pp | 263.57%-248.6pp | 478.56%-463.6pp |
| Employer contribution / active EE | $16,499 | $5,297+211.5% | $4,829+241.6% | $4,837+241.1% |
| Participant deferral / active EE | $15,512 | $7,750+100.2% | $7,352+111.0% | $6,341+144.6% |
| Admin fee / account holder | $15,481 | $12,554+23.3% | $10,799+43.4% | $12,309+25.8% |