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 | $288,991 | $159,602+81.1% | $150,045+92.6% | $142,382+103.0% |
| Participation rate | 77.8% | 84.0%-6.2pp | 82.3%-4.5pp | 80.1%-2.3pp |
| Annual return | 15.80% | 70.24%-54.4pp | 62.55%-46.7pp | 217.08%-201.3pp |
| Employer contribution / active EE | $2,002 | $4,961-59.6% | $4,693-57.3% | $4,299-53.4% |
| Participant deferral / active EE | $12,638 | $8,310+52.1% | $7,997+58.0% | $6,507+94.2% |
| Admin fee / account holder | $95,424 | $14,846+542.7% | $13,435+610.3% | $12,624+655.9% |