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 | $290,114 | $158,398+83.2% | $126,539+129.3% | $142,382+103.8% |
| Participation rate | 83.3% | 75.8%+7.5pp | 69.8%+13.5pp | 80.1%+3.2pp |
| Annual return | 15.39% | 593.76%-578.4pp | 425.95%-410.6pp | 217.08%-201.7pp |
| Employer contribution / active EE | $7,008 | $4,650+50.7% | $3,674+90.7% | $4,299+63.0% |
| Participant deferral / active EE | $12,163 | $4,767+155.2% | $4,083+197.9% | $6,507+86.9% |
| Admin fee / account holder | $1,942 | $6,918-71.9% | $6,065-68.0% | $12,624-84.6% |