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 | $285,258 | $179,726+58.7% | $156,263+82.5% | $142,382+100.3% |
| Participation rate | 90.9% | 82.1%+8.8pp | 78.9%+12.0pp | 80.1%+10.8pp |
| Annual return | 13.08% | 77.86%-64.8pp | 59.47%-46.4pp | 217.08%-204.0pp |
| Employer contribution / active EE | $19,093 | $5,069+276.6% | $4,333+340.6% | $4,299+344.1% |
| Participant deferral / active EE | $10,398 | $6,956+49.5% | $6,158+68.8% | $6,507+59.8% |
| Admin fee / account holder | $2,423 | $17,272-86.0% | $14,255-83.0% | $12,624-80.8% |