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 | $325,333 | $183,519+77.3% | $155,509+109.2% | $145,922+123.0% |
| Participation rate | 93.8% | 82.7%+11.1pp | 78.2%+15.6pp | 80.3%+13.5pp |
| Annual return | 11.69% | 61.17%-49.5pp | 64.67%-53.0pp | 561.29%-549.6pp |
| Employer contribution / active EE | $7,262 | $5,313+36.7% | $4,672+55.4% | $4,660+55.9% |
| Participant deferral / active EE | $7,249 | $6,462+12.2% | $5,626+28.8% | $6,688+8.4% |
| Admin fee / account holder | $3,401 | $19,313-82.4% | $15,912-78.6% | $13,397-74.6% |