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 | $251,900 | $124,319+102.6% | $111,297+126.3% | $167,490+50.4% |
| Participation rate | 81.8% | 79.6%+2.2pp | 77.3%+4.5pp | 82.1%-0.3pp |
| Annual return | 10.96% | 37.44%-26.5pp | 54.65%-43.7pp | 478.56%-467.6pp |
| Employer contribution / active EE | $3,353 | $3,435-2.4% | $2,731+22.8% | $4,837-30.7% |
| Participant deferral / active EE | $8,738 | $5,180+68.7% | $4,487+94.7% | $6,341+37.8% |
| Admin fee / account holder | $18,467 | $10,618+73.9% | $7,964+131.9% | $12,309+50.0% |