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 | $261,654 | $102,317+155.7% | $146,958+78.0% | $80,856+223.6% |
| Participation rate | 75.9% | 75.8%0pp | 82.2%-6.3pp | 67.6%+8.2pp |
| Annual return | 19.57% | 134.76%-115.2pp | 418.34%-398.8pp | 35.59%-16.0pp |
| Employer contribution / active EE | $2,296 | $3,713-38.2% | $4,933-53.5% | $2,755-16.7% |
| Participant deferral / active EE | $6,795 | $6,644+2.3% | $8,070-15.8% | $4,296+58.2% |
| Admin fee / account holder | $4,392 | $7,941-44.7% | $12,998-66.2% | $6,918-36.5% |