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 | $346,850 | $157,256+120.6% | $141,162+145.7% | $152,861+126.9% |
| Participation rate | 95.8% | 84.8%+11.0pp | 82.5%+13.4pp | 82.4%+13.4pp |
| Annual return | 22.02% | 64.32%-42.3pp | 71.39%-49.4pp | 345.32%-323.3pp |
| Employer contribution / active EE | $16,155 | $5,261+207.1% | $4,735+241.2% | $4,762+239.2% |
| Participant deferral / active EE | $9,825 | $7,109+38.2% | $6,709+46.4% | $5,850+67.9% |
| Admin fee / account holder | $85,560 | $12,120+605.9% | $10,261+733.8% | $11,596+637.8% |