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 | $303,044 | $118,680+155.3% | $98,907+206.4% | $158,922+90.7% |
| Participation rate | 85.7% | 77.8%+7.9pp | 76.0%+9.7pp | 82.0%+3.8pp |
| Annual return | 6.58% | 372.35%-365.8pp | 196.43%-189.9pp | 302.83%-296.2pp |
| Employer contribution / active EE | $5,038 | $3,333+51.2% | $2,689+87.4% | $4,761+5.8% |
| Participant deferral / active EE | $15,248 | $5,088+199.7% | $4,244+259.3% | $5,982+154.9% |
| Admin fee / account holder | $103,912 | $10,131+925.7% | $6,642+1464.6% | $11,246+824.0% |