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 | $318,368 | $163,101+95.2% | $136,749+132.8% | $142,382+123.6% |
| Participation rate | 88.9% | 78.2%+10.7pp | 72.1%+16.7pp | 80.1%+8.8pp |
| Annual return | 10.24% | 27.54%-17.3pp | 24.33%-14.1pp | 217.08%-206.8pp |
| Employer contribution / active EE | $21,077 | $4,117+412.0% | $3,400+520.0% | $4,299+390.3% |
| Participant deferral / active EE | $21,461 | $5,585+284.3% | $4,692+357.4% | $6,507+229.8% |
| Admin fee / account holder | $191,705 | $14,318+1238.9% | $11,386+1583.7% | $12,624+1418.6% |