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 | $389,221 | $159,901+143.4% | $146,958+164.9% | $145,922+166.7% |
| Participation rate | 88.9% | 84.0%+4.9pp | 82.2%+6.7pp | 80.3%+8.6pp |
| Annual return | 16.49% | 98.13%-81.6pp | 418.34%-401.9pp | 561.29%-544.8pp |
| Employer contribution / active EE | $3,740 | $5,286-29.3% | $4,933-24.2% | $4,660-19.7% |
| Participant deferral / active EE | $9,475 | $8,428+12.4% | $8,070+17.4% | $6,688+41.7% |
| Admin fee / account holder | $9,602 | $15,044-36.2% | $12,998-26.1% | $13,397-28.3% |