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 | $348,941 | $183,519+90.1% | $155,509+124.4% | $145,922+139.1% |
| Participation rate | 88.9% | 82.7%+6.2pp | 78.2%+10.7pp | 80.3%+8.6pp |
| Annual return | 13.18% | 61.17%-48.0pp | 64.67%-51.5pp | 561.29%-548.1pp |
| Employer contribution / active EE | $4,207 | $5,313-20.8% | $4,672-10.0% | $4,660-9.7% |
| Participant deferral / active EE | $14,312 | $6,462+121.5% | $5,626+154.4% | $6,688+114.0% |
| Admin fee / account holder | $5,788 | $19,313-70.0% | $15,912-63.6% | $13,397-56.8% |