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 | $263,026 | $176,056+49.4% | $159,436+65.0% | $167,490+57.0% |
| Participation rate | 94.1% | 84.9%+9.2pp | 82.8%+11.3pp | 82.1%+12.0pp |
| Annual return | 20.15% | 331.75%-311.6pp | 263.57%-243.4pp | 478.56%-458.4pp |
| Employer contribution / active EE | $1,250 | $5,297-76.4% | $4,829-74.1% | $4,837-74.2% |
| Participant deferral / active EE | $9,000 | $7,750+16.1% | $7,352+22.4% | $6,341+41.9% |
| Admin fee / account holder | $34,448 | $12,554+174.4% | $10,799+219.0% | $12,309+179.9% |