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 | $377,182 | $114,381+229.8% | $107,525+250.8% | $142,382+164.9% |
| Participation rate | 90.9% | 78.1%+12.8pp | 75.1%+15.8pp | 80.1%+10.8pp |
| Annual return | 11.90% | 242.71%-230.8pp | 181.32%-169.4pp | 217.08%-205.2pp |
| Employer contribution / active EE | $10,624 | $4,015+164.6% | $3,754+183.0% | $4,299+147.1% |
| Participant deferral / active EE | $14,133 | $5,564+154.0% | $5,116+176.3% | $6,507+117.2% |
| Admin fee / account holder | $3,549 | $9,860-64.0% | $8,919-60.2% | $12,624-71.9% |