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 | $302,991 | $214,378+41.3% | $200,582+51.1% | $142,382+112.8% |
| Participation rate | 90.0% | 87.4%+2.6pp | 86.9%+3.1pp | 80.1%+9.9pp |
| Annual return | 15.48% | 46.41%-30.9pp | 42.33%-26.9pp | 217.08%-201.6pp |
| Employer contribution / active EE | $10,857 | $6,841+58.7% | $6,419+69.1% | $4,299+152.5% |
| Participant deferral / active EE | $3,655 | $9,865-63.0% | $9,331-60.8% | $6,507-43.8% |
| Admin fee / account holder | $51,685 | $17,692+192.1% | $16,305+217.0% | $12,624+309.4% |