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 | $399,527 | $159,901+149.9% | $146,958+171.9% | $145,922+173.8% |
| Participation rate | 95.0% | 84.0%+11.0pp | 82.2%+12.8pp | 80.3%+14.7pp |
| Annual return | 15.40% | 98.13%-82.7pp | 418.34%-402.9pp | 561.29%-545.9pp |
| Employer contribution / active EE | $6,525 | $5,286+23.4% | $4,933+32.3% | $4,660+40.0% |
| Participant deferral / active EE | $14,341 | $8,428+70.2% | $8,070+77.7% | $6,688+114.4% |
| Admin fee / account holder | $14,345 | $15,044-4.6% | $12,998+10.4% | $13,397+7.1% |