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 | $320,336 | $133,922+139.2% | $116,228+175.6% | $142,382+125.0% |
| Participation rate | 95.5% | 77.9%+17.6pp | 74.6%+20.9pp | 80.1%+15.3pp |
| Annual return | 15.77% | 147.76%-132.0pp | 90.06%-74.3pp | 217.08%-201.3pp |
| Employer contribution / active EE | $10,924 | $3,446+217.0% | $2,994+264.8% | $4,299+154.1% |
| Participant deferral / active EE | $6,341 | $5,672+11.8% | $4,953+28.0% | $6,507-2.6% |
| Admin fee / account holder | $2,813 | $14,945-81.2% | $11,989-76.5% | $12,624-77.7% |