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 | $273,737 | $198,466+37.9% | $170,442+60.6% | $147,584+85.5% |
| Participation rate | 83.3% | 88.0%-4.6pp | 83.6%-0.3pp | 82.8%+0.5pp |
| Annual return | 17.37% | 257.29%-239.9pp | 205.93%-188.6pp | 578.55%-561.2pp |
| Employer contribution / active EE | $7,058 | $6,184+14.1% | $5,433+29.9% | $4,876+44.7% |
| Participant deferral / active EE | $4,091 | $5,629-27.3% | $4,939-17.2% | $5,439-24.8% |
| Admin fee / account holder | $17,261 | $16,852+2.4% | $13,880+24.4% | $10,885+58.6% |