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 | $318,822 | $106,584+199.1% | $101,326+214.7% | $142,382+123.9% |
| Participation rate | 90.5% | 82.7%+7.8pp | 81.5%+9.0pp | 80.1%+10.4pp |
| Annual return | 13.94% | 36.93%-23.0pp | 36.82%-22.9pp | 217.08%-203.1pp |
| Employer contribution / active EE | $16,274 | $3,956+311.4% | $3,665+344.0% | $4,299+278.5% |
| Participant deferral / active EE | $11,077 | $8,297+33.5% | $7,994+38.6% | $6,507+70.2% |
| Admin fee / account holder | $12,858 | $11,446+12.3% | $11,185+15.0% | $12,624+1.9% |