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 | $374,636 | $103,376+262.4% | $87,100+330.1% | $152,861+145.1% |
| Participation rate | 90.9% | 79.3%+11.6pp | 76.9%+14.0pp | 82.4%+8.5pp |
| Annual return | 22.11% | 28.10%-6.0pp | 28.19%-6.1pp | 345.32%-323.2pp |
| Employer contribution / active EE | $9,643 | $3,220+199.4% | $2,521+282.4% | $4,762+102.5% |
| Participant deferral / active EE | $9,248 | $4,778+93.6% | $4,049+128.4% | $5,850+58.1% |
| Admin fee / account holder | $537 | $12,205-95.6% | $7,497-92.8% | $11,596-95.4% |