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 | $310,853 | $117,841+163.8% | $102,423+203.5% | $145,922+113.0% |
| Participation rate | 94.7% | 78.6%+16.1pp | 76.5%+18.2pp | 80.3%+14.5pp |
| Annual return | 24.09% | 31.65%-7.6pp | 29.32%-5.2pp | 561.29%-537.2pp |
| Employer contribution / active EE | $1,204 | $3,615-66.7% | $3,023-60.2% | $4,660-74.2% |
| Participant deferral / active EE | $8,790 | $5,731+53.4% | $5,053+74.0% | $6,688+31.4% |
| Admin fee / account holder | $15,522 | $13,326+16.5% | $9,451+64.2% | $13,397+15.9% |