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 | $283,872 | $175,202+62.0% | $149,673+89.7% | $139,434+103.6% |
| Participation rate | 85.7% | 83.4%+2.3pp | 78.8%+6.9pp | 80.3%+5.4pp |
| Annual return | 13.42% | 166.71%-153.3pp | 134.42%-121.0pp | 372.94%-359.5pp |
| Employer contribution / active EE | $10,240 | $5,474+87.1% | $4,818+112.6% | $4,751+115.5% |
| Participant deferral / active EE | $9,258 | $6,519+42.0% | $5,680+63.0% | $6,710+38.0% |
| Admin fee / account holder | $1,433 | $16,150-91.1% | $13,210-89.1% | $11,403-87.4% |