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 | $283,938 | $177,572+59.9% | $154,803+83.4% | $142,382+99.4% |
| Participation rate | 95.2% | 82.1%+13.2pp | 78.1%+17.2pp | 80.1%+15.1pp |
| Annual return | 13.09% | 65.07%-52.0pp | 58.88%-45.8pp | 217.08%-204.0pp |
| Employer contribution / active EE | $19,929 | $4,810+314.3% | $4,305+362.9% | $4,299+363.6% |
| Participant deferral / active EE | $14,011 | $6,272+123.4% | $5,540+152.9% | $6,507+115.3% |
| Admin fee / account holder | $15,328 | $16,786-8.7% | $14,329+7.0% | $12,624+21.4% |