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 | $299,325 | $183,519+63.1% | $155,509+92.5% | $145,922+105.1% |
| Participation rate | 87.5% | 82.7%+4.8pp | 78.2%+9.3pp | 80.3%+7.2pp |
| Annual return | 12.71% | 61.17%-48.5pp | 64.67%-52.0pp | 561.29%-548.6pp |
| Employer contribution / active EE | $4,172 | $5,313-21.5% | $4,672-10.7% | $4,660-10.5% |
| Participant deferral / active EE | $6,766 | $6,462+4.7% | $5,626+20.3% | $6,688+1.2% |
| Admin fee / account holder | $9,180 | $19,313-52.5% | $15,912-42.3% | $13,397-31.5% |