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 | $341,459 | $165,984+105.7% | $164,813+107.2% | $145,922+134.0% |
| Participation rate | 95.5% | 82.0%+13.5pp | 78.6%+16.9pp | 80.3%+15.2pp |
| Annual return | 13.59% | 100.03%-86.4pp | 69.93%-56.3pp | 561.29%-547.7pp |
| Employer contribution / active EE | $9,840 | $5,273+86.6% | $4,341+126.7% | $4,660+111.2% |
| Participant deferral / active EE | $2,218 | $6,959-68.1% | $6,031-63.2% | $6,688-66.8% |
| Admin fee / account holder | $1,967 | $16,648-88.2% | $12,690-84.5% | $13,397-85.3% |