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 | $300,365 | $177,572+69.2% | $154,803+94.0% | $142,382+111.0% |
| Participation rate | 90.0% | 82.1%+7.9pp | 78.1%+11.9pp | 80.1%+9.9pp |
| Annual return | 16.23% | 65.07%-48.8pp | 58.88%-42.6pp | 217.08%-200.8pp |
| Employer contribution / active EE | $2,957 | $4,810-38.5% | $4,305-31.3% | $4,299-31.2% |
| Participant deferral / active EE | $6,028 | $6,272-3.9% | $5,540+8.8% | $6,507-7.4% |
| Admin fee / account holder | $21,123 | $16,786+25.8% | $14,329+47.4% | $12,624+67.3% |