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 | $381,558 | $210,408+81.3% | $153,485+148.6% | $145,922+161.5% |
| Participation rate | 95.0% | 82.1%+12.9pp | 77.1%+17.9pp | 80.3%+14.7pp |
| Annual return | 11.67% | 13.37%-1.7pp | 15.65%-4.0pp | 561.29%-549.6pp |
| Employer contribution / active EE | $11,076 | $6,048+83.1% | $5,039+119.8% | $4,660+137.7% |
| Participant deferral / active EE | $5,769 | $7,975-27.7% | $6,757-14.6% | $6,688-13.7% |
| Admin fee / account holder | $22,919 | $19,419+18.0% | $12,724+80.1% | $13,397+71.1% |