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 | $337,051 | $227,553+48.1% | $189,557+77.8% | $167,490+101.2% |
| Participation rate | 90.9% | 82.5%+8.4pp | 78.4%+12.5pp | 82.1%+8.8pp |
| Annual return | 15.29% | 78.40%-63.1pp | 64.17%-48.9pp | 478.56%-463.3pp |
| Employer contribution / active EE | $16,630 | $5,316+212.8% | $4,412+276.9% | $4,837+243.8% |
| Participant deferral / active EE | $10,645 | $7,002+52.0% | $6,174+72.4% | $6,341+67.9% |
| Admin fee / account holder | $3,205 | $11,878-73.0% | $9,807-67.3% | $12,309-74.0% |