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 | $328,576 | $175,202+87.5% | $149,673+119.5% | $139,434+135.7% |
| Participation rate | 90.5% | 83.4%+7.1pp | 78.8%+11.7pp | 80.3%+10.2pp |
| Annual return | 20.92% | 166.71%-145.8pp | 134.42%-113.5pp | 372.94%-352.0pp |
| Employer contribution / active EE | $3,485 | $5,474-36.3% | $4,818-27.7% | $4,751-26.7% |
| Participant deferral / active EE | $8,857 | $6,519+35.9% | $5,680+55.9% | $6,710+32.0% |
| Admin fee / account holder | $5,633 | $16,150-65.1% | $13,210-57.4% | $11,403-50.6% |