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 | $307,299 | $210,648+45.9% | $177,989+72.7% | $145,922+110.6% |
| Participation rate | 90.9% | 80.8%+10.2pp | 77.1%+13.8pp | 80.3%+10.6pp |
| Annual return | 17.51% | 385.86%-368.3pp | 294.48%-277.0pp | 561.29%-543.8pp |
| Employer contribution / active EE | $1,131 | $4,565-75.2% | $3,949-71.4% | $4,660-75.7% |
| Participant deferral / active EE | $10,213 | $6,958+46.8% | $6,276+62.7% | $6,688+52.7% |
| Admin fee / account holder | $4,240 | $12,013-64.7% | $10,363-59.1% | $13,397-68.4% |