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 | $263,625 | $209,411+25.9% | $178,490+47.7% | $158,922+65.9% |
| Participation rate | 87.5% | 86.3%+1.2pp | 81.9%+5.6pp | 82.0%+5.5pp |
| Annual return | 15.12% | 188.75%-173.6pp | 151.07%-136.0pp | 302.83%-287.7pp |
| Employer contribution / active EE | $10,413 | $5,706+82.5% | $5,011+107.8% | $4,761+118.7% |
| Participant deferral / active EE | $7,043 | $5,954+18.3% | $5,202+35.4% | $5,982+17.7% |
| Admin fee / account holder | $11,238 | $17,074-34.2% | $13,984-19.6% | $11,246-0.1% |