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 | $270,199 | $165,335+63.4% | $149,696+80.5% | $158,922+70.0% |
| Participation rate | 85.7% | 84.6%+1.1pp | 82.5%+3.2pp | 82.0%+3.8pp |
| Annual return | 15.29% | 348.15%-332.9pp | 276.60%-261.3pp | 302.83%-287.5pp |
| Employer contribution / active EE | $2,696 | $5,103-47.2% | $4,644-41.9% | $4,761-43.4% |
| Participant deferral / active EE | $9,773 | $7,181+36.1% | $6,842+42.8% | $5,982+63.4% |
| Admin fee / account holder | $94,934 | $10,807+778.5% | $9,309+919.8% | $11,246+744.2% |