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 | $374,014 | $157,256+137.8% | $141,162+165.0% | $152,861+144.7% |
| Participation rate | 86.7% | 84.8%+1.8pp | 82.5%+4.2pp | 82.4%+4.2pp |
| Annual return | 21.43% | 64.32%-42.9pp | 71.39%-50.0pp | 345.32%-323.9pp |
| Employer contribution / active EE | $11,191 | $5,261+112.7% | $4,735+136.3% | $4,762+135.0% |
| Participant deferral / active EE | $2,821 | $7,109-60.3% | $6,709-58.0% | $5,850-51.8% |
| Admin fee / account holder | $18,516 | $12,120+52.8% | $10,261+80.4% | $11,596+59.7% |