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 | $318,120 | $159,602+99.3% | $150,045+112.0% | $142,382+123.4% |
| Participation rate | 92.3% | 84.0%+8.3pp | 82.3%+10.0pp | 80.1%+12.2pp |
| Annual return | 15.23% | 70.24%-55.0pp | 62.55%-47.3pp | 217.08%-201.8pp |
| Employer contribution / active EE | $10,696 | $4,961+115.6% | $4,693+127.9% | $4,299+148.8% |
| Participant deferral / active EE | $10,298 | $8,310+23.9% | $7,997+28.8% | $6,507+58.3% |
| Admin fee / account holder | $1,431 | $14,846-90.4% | $13,435-89.3% | $12,624-88.7% |