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 | $268,522 | $165,984+61.8% | $164,813+62.9% | $145,922+84.0% |
| Participation rate | 95.5% | 82.0%+13.5pp | 78.6%+16.9pp | 80.3%+15.2pp |
| Annual return | 17.95% | 100.03%-82.1pp | 69.93%-52.0pp | 561.29%-543.3pp |
| Employer contribution / active EE | $9,668 | $5,273+83.4% | $4,341+122.7% | $4,660+107.5% |
| Participant deferral / active EE | $13,428 | $6,959+93.0% | $6,031+122.6% | $6,688+100.8% |
| Admin fee / account holder | $36,528 | $16,648+119.4% | $12,690+187.9% | $13,397+172.7% |