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 | $384,308 | $209,411+83.5% | $178,490+115.3% | $158,922+141.8% |
| Participation rate | 80.0% | 86.3%-6.3pp | 81.9%-1.9pp | 82.0%-2.0pp |
| Annual return | 22.33% | 188.75%-166.4pp | 151.07%-128.7pp | 302.83%-280.5pp |
| Employer contribution / active EE | $9,711 | $5,706+70.2% | $5,011+93.8% | $4,761+104.0% |
| Participant deferral / active EE | $12,380 | $5,954+107.9% | $5,202+138.0% | $5,982+107.0% |
| Admin fee / account holder | $31,890 | $17,074+86.8% | $13,984+128.0% | $11,246+183.6% |