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 | $344,173 | $159,602+115.6% | $150,045+129.4% | $142,382+141.7% |
| Participation rate | 84.6% | 84.0%+0.6pp | 82.3%+2.3pp | 80.1%+4.5pp |
| Annual return | 15.09% | 70.24%-55.1pp | 62.55%-47.5pp | 217.08%-202.0pp |
| Employer contribution / active EE | $12,035 | $4,961+142.6% | $4,693+156.4% | $4,299+179.9% |
| Participant deferral / active EE | $5,836 | $8,310-29.8% | $7,997-27.0% | $6,507-10.3% |
| Admin fee / account holder | $18,133 | $14,846+22.1% | $13,435+35.0% | $12,624+43.6% |