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 | $357,027 | $148,534+140.4% | $135,903+162.7% | $139,434+156.1% |
| Participation rate | 94.1% | 83.9%+10.3pp | 81.9%+12.2pp | 80.3%+13.8pp |
| Annual return | 17.65% | 79.19%-61.5pp | 68.23%-50.6pp | 372.94%-355.3pp |
| Employer contribution / active EE | $19,405 | $5,243+270.1% | $4,856+299.6% | $4,751+308.4% |
| Participant deferral / active EE | $10,418 | $8,100+28.6% | $7,758+34.3% | $6,710+55.3% |
| Admin fee / account holder | $32,631 | $12,400+163.2% | $10,762+203.2% | $11,403+186.2% |