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 | $343,617 | $159,602+115.3% | $150,045+129.0% | $142,382+141.3% |
| Participation rate | 90.0% | 84.0%+6.0pp | 82.3%+7.7pp | 80.1%+9.9pp |
| Annual return | 14.75% | 70.24%-55.5pp | 62.55%-47.8pp | 217.08%-202.3pp |
| Employer contribution / active EE | $7,748 | $4,961+56.2% | $4,693+65.1% | $4,299+80.2% |
| Participant deferral / active EE | $11,683 | $8,310+40.6% | $7,997+46.1% | $6,507+79.5% |
| Admin fee / account holder | $1,138 | $14,846-92.3% | $13,435-91.5% | $12,624-91.0% |