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 | $325,712 | $176,812+84.2% | $146,665+122.1% | $167,490+94.5% |
| Participation rate | 88.9% | 83.6%+5.3pp | 80.1%+8.8pp | 82.1%+6.8pp |
| Annual return | 16.34% | 24.03%-7.7pp | 22.74%-6.4pp | 478.56%-462.2pp |
| Employer contribution / active EE | $6,845 | $5,160+32.7% | $4,136+65.5% | $4,837+41.5% |
| Participant deferral / active EE | $11,578 | $6,440+79.8% | $5,506+110.3% | $6,341+82.6% |
| Admin fee / account holder | $18,075 | $13,259+36.3% | $10,280+75.8% | $12,309+46.8% |