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 | $265,416 | $108,919+143.7% | $100,391+164.4% | $145,922+81.9% |
| Participation rate | 75.0% | 82.9%-7.9pp | 81.5%-6.5pp | 80.3%-5.3pp |
| Annual return | 11.02% | 57.88%-46.9pp | 49.20%-38.2pp | 561.29%-550.3pp |
| Employer contribution / active EE | $2,408 | $4,419-45.5% | $3,942-38.9% | $4,660-48.3% |
| Participant deferral / active EE | $9,464 | $8,445+12.1% | $8,082+17.1% | $6,688+41.5% |
| Admin fee / account holder | $49,626 | $9,689+412.2% | $7,899+528.2% | $13,397+270.4% |