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 | $282,058 | $179,726+56.9% | $156,263+80.5% | $142,382+98.1% |
| Participation rate | 94.7% | 82.1%+12.7pp | 78.9%+15.8pp | 80.1%+14.6pp |
| Annual return | 13.37% | 77.86%-64.5pp | 59.47%-46.1pp | 217.08%-203.7pp |
| Employer contribution / active EE | $10,814 | $5,069+113.3% | $4,333+149.6% | $4,299+151.5% |
| Participant deferral / active EE | $7,229 | $6,956+3.9% | $6,158+17.4% | $6,507+11.1% |
| Admin fee / account holder | $7,381 | $17,272-57.3% | $14,255-48.2% | $12,624-41.5% |