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 | $254,373 | $209,411+21.5% | $178,490+42.5% | $158,922+60.1% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 11.81% | 188.75%-176.9pp | 151.07%-139.3pp | 302.83%-291.0pp |
| Employer contribution / active EE | $1,825 | $5,706-68.0% | $5,011-63.6% | $4,761-61.7% |
| Participant deferral / active EE | $6,136 | $5,954+3.1% | $5,202+18.0% | $5,982+2.6% |
| Admin fee / account holder | $5,893 | $17,074-65.5% | $13,984-57.9% | $11,246-47.6% |