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 | $350,228 | $157,256+122.7% | $141,162+148.1% | $152,861+129.1% |
| Participation rate | 91.7% | 84.8%+6.8pp | 82.5%+9.2pp | 82.4%+9.2pp |
| Annual return | 22.17% | 64.32%-42.2pp | 71.39%-49.2pp | 345.32%-323.1pp |
| Employer contribution / active EE | $6,482 | $5,261+23.2% | $4,735+36.9% | $4,762+36.1% |
| Participant deferral / active EE | $7,862 | $7,109+10.6% | $6,709+17.2% | $5,850+34.4% |
| Admin fee / account holder | $2,995 | $12,120-75.3% | $10,261-70.8% | $11,596-74.2% |