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 | $348,545 | $209,411+66.4% | $178,490+95.3% | $158,922+119.3% |
| Participation rate | 90.9% | 86.3%+4.6pp | 81.9%+9.0pp | 82.0%+9.0pp |
| Annual return | 9.39% | 188.75%-179.4pp | 151.07%-141.7pp | 302.83%-293.4pp |
| Employer contribution / active EE | $3,033 | $5,706-46.9% | $5,011-39.5% | $4,761-36.3% |
| Participant deferral / active EE | $10,614 | $5,954+78.3% | $5,202+104.1% | $5,982+77.4% |
| Admin fee / account holder | $13,645 | $17,074-20.1% | $13,984-2.4% | $11,246+21.3% |