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 | $274,671 | $176,056+56.0% | $159,436+72.3% | $167,490+64.0% |
| Participation rate | 75.0% | 84.9%-9.9pp | 82.8%-7.8pp | 82.1%-7.1pp |
| Annual return | 14.84% | 331.75%-316.9pp | 263.57%-248.7pp | 478.56%-463.7pp |
| Employer contribution / active EE | $2,282 | $5,297-56.9% | $4,829-52.7% | $4,837-52.8% |
| Participant deferral / active EE | $7,593 | $7,750-2.0% | $7,352+3.3% | $6,341+19.7% |
| Admin fee / account holder | $19,934 | $12,554+58.8% | $10,799+84.6% | $12,309+61.9% |