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 | $306,716 | $152,587+101.0% | $125,175+145.0% | $152,861+100.7% |
| Participation rate | 77.8% | 83.3%-5.6pp | 79.8%-2.0pp | 82.4%-4.7pp |
| Annual return | 25.97% | 54.84%-28.9pp | 43.79%-17.8pp | 345.32%-319.3pp |
| Employer contribution / active EE | $3,440 | $4,946-30.5% | $3,865-11.0% | $4,762-27.8% |
| Participant deferral / active EE | $9,705 | $5,868+65.4% | $4,937+96.6% | $5,850+65.9% |
| Admin fee / account holder | $49,209 | $13,434+266.3% | $9,702+407.2% | $11,596+324.3% |