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 | $384,520 | $159,602+140.9% | $150,045+156.3% | $142,382+170.1% |
| Participation rate | 87.5% | 84.0%+3.5pp | 82.3%+5.2pp | 80.1%+7.4pp |
| Annual return | 15.60% | 70.24%-54.6pp | 62.55%-46.9pp | 217.08%-201.5pp |
| Employer contribution / active EE | $13,841 | $4,961+179.0% | $4,693+194.9% | $4,299+222.0% |
| Participant deferral / active EE | $9,866 | $8,310+18.7% | $7,997+23.4% | $6,507+51.6% |
| Admin fee / account holder | $32,498 | $14,846+118.9% | $13,435+141.9% | $12,624+157.4% |