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 | $368,303 | $137,414+168.0% | $189,513+94.3% | $85,850+329.0% |
| Participation rate | 93.5% | 84.6%+8.9pp | 87.8%+5.7pp | 69.3%+24.2pp |
| Annual return | 15.89% | 38.14%-22.3pp | 555.15%-539.3pp | 318.53%-302.6pp |
| Employer contribution / active EE | $10,534 | $4,344+142.5% | $6,162+71.0% | $2,565+310.7% |
| Participant deferral / active EE | $6,990 | $6,260+11.7% | $8,221-15.0% | $3,952+76.9% |
| Admin fee / account holder | $5,670 | $8,630-34.3% | $12,045-52.9% | $6,260-9.4% |