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 | $315,815 | $157,256+100.8% | $141,162+123.7% | $152,861+106.6% |
| Participation rate | 90.9% | 84.8%+6.1pp | 82.5%+8.4pp | 82.4%+8.5pp |
| Annual return | 25.29% | 64.32%-39.0pp | 71.39%-46.1pp | 345.32%-320.0pp |
| Employer contribution / active EE | $16,470 | $5,261+213.1% | $4,735+247.8% | $4,762+245.8% |
| Participant deferral / active EE | $10,946 | $7,109+54.0% | $6,709+63.1% | $5,850+87.1% |
| Admin fee / account holder | $8,526 | $12,120-29.7% | $10,261-16.9% | $11,596-26.5% |