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 | $427,103 | $165,984+157.3% | $164,813+159.1% | $145,922+192.7% |
| Participation rate | 85.7% | 82.0%+3.7pp | 78.6%+7.1pp | 80.3%+5.4pp |
| Annual return | 11.98% | 100.03%-88.1pp | 69.93%-57.9pp | 561.29%-549.3pp |
| Employer contribution / active EE | $28,505 | $5,273+440.6% | $4,341+556.7% | $4,660+511.8% |
| Participant deferral / active EE | $15,273 | $6,959+119.5% | $6,031+153.2% | $6,688+128.4% |
| Admin fee / account holder | $3,866 | $16,648-76.8% | $12,690-69.5% | $13,397-71.1% |