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 | $396,261 | $159,602+148.3% | $150,045+164.1% | $142,382+178.3% |
| Participation rate | 93.8% | 84.0%+9.8pp | 82.3%+11.4pp | 80.1%+13.6pp |
| Annual return | 15.04% | 70.24%-55.2pp | 62.55%-47.5pp | 217.08%-202.0pp |
| Employer contribution / active EE | $5,173 | $4,961+4.3% | $4,693+10.2% | $4,299+20.3% |
| Participant deferral / active EE | $17,254 | $8,310+107.6% | $7,997+115.7% | $6,507+165.1% |
| Admin fee / account holder | $29,561 | $14,846+99.1% | $13,435+120.0% | $12,624+134.2% |