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 | $349,694 | $148,534+135.4% | $135,903+157.3% | $139,434+150.8% |
| Participation rate | 92.3% | 83.9%+8.5pp | 81.9%+10.4pp | 80.3%+12.0pp |
| Annual return | 13.93% | 79.19%-65.3pp | 68.23%-54.3pp | 372.94%-359.0pp |
| Employer contribution / active EE | $3,698 | $5,243-29.5% | $4,856-23.9% | $4,751-22.2% |
| Participant deferral / active EE | $11,411 | $8,100+40.9% | $7,758+47.1% | $6,710+70.1% |
| Admin fee / account holder | $15,049 | $12,400+21.4% | $10,762+39.8% | $11,403+32.0% |