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 | $300,455 | $148,534+102.3% | $135,903+121.1% | $139,434+115.5% |
| Participation rate | 95.8% | 83.9%+12.0pp | 81.9%+13.9pp | 80.3%+15.5pp |
| Annual return | 18.01% | 79.19%-61.2pp | 68.23%-50.2pp | 372.94%-354.9pp |
| Employer contribution / active EE | $5,766 | $5,243+10.0% | $4,856+18.7% | $4,751+21.4% |
| Participant deferral / active EE | $6,586 | $8,100-18.7% | $7,758-15.1% | $6,710-1.8% |
| Admin fee / account holder | $40,688 | $12,400+228.1% | $10,762+278.1% | $11,403+256.8% |