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 | $324,413 | $177,572+82.7% | $154,803+109.6% | $142,382+127.8% |
| Participation rate | 90.0% | 82.1%+7.9pp | 78.1%+11.9pp | 80.1%+9.9pp |
| Annual return | 13.12% | 65.07%-52.0pp | 58.88%-45.8pp | 217.08%-204.0pp |
| Employer contribution / active EE | $16,284 | $4,810+238.5% | $4,305+278.2% | $4,299+278.8% |
| Participant deferral / active EE | $10,245 | $6,272+63.4% | $5,540+84.9% | $6,507+57.4% |
| Admin fee / account holder | $88,628 | $16,786+428.0% | $14,329+518.5% | $12,624+602.1% |