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 | $378,181 | $157,256+140.5% | $141,162+167.9% | $152,861+147.4% |
| Participation rate | 91.7% | 84.8%+6.8pp | 82.5%+9.2pp | 82.4%+9.2pp |
| Annual return | 15.56% | 64.32%-48.8pp | 71.39%-55.8pp | 345.32%-329.8pp |
| Employer contribution / active EE | $16,966 | $5,261+222.5% | $4,735+258.3% | $4,762+256.3% |
| Participant deferral / active EE | $11,949 | $7,109+68.1% | $6,709+78.1% | $5,850+104.2% |
| Admin fee / account holder | $52,518 | $12,120+333.3% | $10,261+411.8% | $11,596+352.9% |