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 | $333,377 | $197,591+68.7% | $177,821+87.5% | $158,922+109.8% |
| Participation rate | 93.3% | 88.5%+4.8pp | 87.7%+5.6pp | 82.0%+11.4pp |
| Annual return | 37.25% | 58.76%-21.5pp | 48.32%-11.1pp | 302.83%-265.6pp |
| Employer contribution / active EE | $8,661 | $6,697+29.3% | $5,918+46.3% | $4,761+81.9% |
| Participant deferral / active EE | $17,322 | $8,405+106.1% | $7,714+124.6% | $5,982+189.6% |
| Admin fee / account holder | $30,553 | $15,399+98.4% | $12,427+145.9% | $11,246+171.7% |