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 | $317,369 | $202,318+56.9% | $172,739+83.7% | $152,861+107.6% |
| Participation rate | 95.0% | 87.1%+7.9pp | 82.6%+12.4pp | 82.4%+12.6pp |
| Annual return | 22.19% | 1029.65%-1007.5pp | 802.84%-780.6pp | 345.32%-323.1pp |
| Employer contribution / active EE | $8,810 | $5,856+50.4% | $5,143+71.3% | $4,762+85.0% |
| Participant deferral / active EE | $3,465 | $5,948-41.7% | $5,198-33.3% | $5,850-40.8% |
| Admin fee / account holder | $17,999 | $17,109+5.2% | $13,954+29.0% | $11,596+55.2% |