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 | $351,550 | $165,335+112.6% | $149,696+134.8% | $158,922+121.2% |
| Participation rate | 90.5% | 84.6%+5.9pp | 82.5%+8.0pp | 82.0%+8.5pp |
| Annual return | 18.51% | 348.15%-329.6pp | 276.60%-258.1pp | 302.83%-284.3pp |
| Employer contribution / active EE | $9,779 | $5,103+91.6% | $4,644+110.6% | $4,761+105.4% |
| Participant deferral / active EE | $10,169 | $7,181+41.6% | $6,842+48.6% | $5,982+70.0% |
| Admin fee / account holder | $16,630 | $10,807+53.9% | $9,309+78.7% | $11,246+47.9% |