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 | $289,279 | $114,381+152.9% | $107,525+169.0% | $142,382+103.2% |
| Participation rate | 79.2% | 78.1%+1.0pp | 75.1%+4.1pp | 80.1%-1.0pp |
| Annual return | 16.55% | 242.71%-226.2pp | 181.32%-164.8pp | 217.08%-200.5pp |
| Employer contribution / active EE | $10,324 | $4,015+157.2% | $3,754+175.1% | $4,299+140.2% |
| Participant deferral / active EE | $16,370 | $5,564+194.2% | $5,116+220.0% | $6,507+151.6% |
| Admin fee / account holder | $31,695 | $9,860+221.4% | $8,919+255.4% | $12,624+151.1% |