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 | $374,363 | $152,587+145.3% | $125,175+199.1% | $152,861+144.9% |
| Participation rate | 90.9% | 83.3%+7.6pp | 79.8%+11.1pp | 82.4%+8.5pp |
| Annual return | 23.68% | 54.84%-31.2pp | 43.79%-20.1pp | 345.32%-321.6pp |
| Employer contribution / active EE | $9,452 | $4,946+91.1% | $3,865+144.5% | $4,762+98.5% |
| Participant deferral / active EE | $10,466 | $5,868+78.4% | $4,937+112.0% | $5,850+78.9% |
| Admin fee / account holder | $3,411 | $13,434-74.6% | $9,702-64.8% | $11,596-70.6% |