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 5-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 | $256,091 | $106,584+140.3% | $101,326+152.7% | $142,382+79.9% |
| Participation rate | 90.0% | 82.7%+7.3pp | 81.5%+8.5pp | 80.1%+9.9pp |
| Annual return | 20.90% | 36.93%-16.0pp | 36.82%-15.9pp | 217.08%-196.2pp |
| Employer contribution / active EE | $18,353 | $3,956+363.9% | $3,665+400.7% | $4,299+326.9% |
| Participant deferral / active EE | $12,473 | $8,297+50.3% | $7,994+56.0% | $6,507+91.7% |
| Admin fee / account holder | $414 | $11,446-96.4% | $11,185-96.3% | $12,624-96.7% |