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 | $296,718 | $162,781+82.3% | $133,956+121.5% | $158,922+86.7% |
| Participation rate | 95.0% | 83.2%+11.8pp | 79.8%+15.2pp | 82.0%+13.0pp |
| Annual return | 13.66% | 41.94%-28.3pp | 45.09%-31.4pp | 302.83%-289.2pp |
| Employer contribution / active EE | $10,076 | $4,975+102.5% | $3,919+157.1% | $4,761+111.6% |
| Participant deferral / active EE | $4,248 | $5,911-28.1% | $5,048-15.8% | $5,982-29.0% |
| Admin fee / account holder | $92,822 | $11,736+690.9% | $8,927+939.8% | $11,246+725.4% |