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 | $336,390 | $183,519+83.3% | $155,509+116.3% | $145,922+130.5% |
| Participation rate | 94.1% | 82.7%+11.4pp | 78.2%+15.9pp | 80.3%+13.8pp |
| Annual return | 20.64% | 61.17%-40.5pp | 64.67%-44.0pp | 561.29%-540.6pp |
| Employer contribution / active EE | $19,062 | $5,313+258.8% | $4,672+308.0% | $4,660+309.1% |
| Participant deferral / active EE | $11,527 | $6,462+78.4% | $5,626+104.9% | $6,688+72.4% |
| Admin fee / account holder | $688 | $19,313-96.4% | $15,912-95.7% | $13,397-94.9% |