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 | $285,226 | $107,334+165.7% | $92,893+207.0% | $152,861+86.6% |
| Participation rate | 88.9% | 79.8%+9.1pp | 76.0%+12.9pp | 82.4%+6.4pp |
| Annual return | 22.29% | 145.58%-123.3pp | 109.41%-87.1pp | 345.32%-323.0pp |
| Employer contribution / active EE | $4,272 | $4,221+1.2% | $3,653+17.0% | $4,762-10.3% |
| Participant deferral / active EE | $9,492 | $4,845+95.9% | $4,236+124.1% | $5,850+62.3% |
| Admin fee / account holder | $12,011 | $7,079+69.7% | $5,794+107.3% | $11,596+3.6% |