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 | $356,446 | $175,202+103.4% | $149,673+138.1% | $139,434+155.6% |
| Participation rate | 95.8% | 83.4%+12.5pp | 78.8%+17.1pp | 80.3%+15.5pp |
| Annual return | 16.29% | 166.71%-150.4pp | 134.42%-118.1pp | 372.94%-356.6pp |
| Employer contribution / active EE | $8,682 | $5,474+58.6% | $4,818+80.2% | $4,751+82.7% |
| Participant deferral / active EE | $5,233 | $6,519-19.7% | $5,680-7.9% | $6,710-22.0% |
| Admin fee / account holder | $20,641 | $16,150+27.8% | $13,210+56.3% | $11,403+81.0% |