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 | $364,366 | $177,572+105.2% | $154,803+135.4% | $142,382+155.9% |
| Participation rate | 93.3% | 82.1%+11.3pp | 78.1%+15.3pp | 80.1%+13.2pp |
| Annual return | 13.01% | 65.07%-52.1pp | 58.88%-45.9pp | 217.08%-204.1pp |
| Employer contribution / active EE | $3,528 | $4,810-26.7% | $4,305-18.1% | $4,299-17.9% |
| Participant deferral / active EE | $7,856 | $6,272+25.3% | $5,540+41.8% | $6,507+20.7% |
| Admin fee / account holder | $3,276 | $16,786-80.5% | $14,329-77.1% | $12,624-74.1% |