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 | $268,454 | $176,056+52.5% | $159,436+68.4% | $167,490+60.3% |
| Participation rate | 90.0% | 84.9%+5.1pp | 82.8%+7.2pp | 82.1%+7.9pp |
| Annual return | 16.02% | 331.75%-315.7pp | 263.57%-247.5pp | 478.56%-462.5pp |
| Employer contribution / active EE | $11,521 | $5,297+117.5% | $4,829+138.5% | $4,837+138.2% |
| Participant deferral / active EE | $8,763 | $7,750+13.1% | $7,352+19.2% | $6,341+38.2% |
| Admin fee / account holder | $70,647 | $12,554+462.7% | $10,799+554.2% | $12,309+473.9% |