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 | $278,366 | $173,345+60.6% | $136,007+104.7% | $145,922+90.8% |
| Participation rate | 88.9% | 80.5%+8.4pp | 76.5%+12.4pp | 80.3%+8.6pp |
| Annual return | 8.15% | 1163.32%-1155.2pp | 579.32%-571.2pp | 561.29%-553.1pp |
| Employer contribution / active EE | $2,548 | $5,278-51.7% | $4,217-39.6% | $4,660-45.3% |
| Participant deferral / active EE | $6,557 | $8,699-24.6% | $7,025-6.7% | $6,688-2.0% |
| Admin fee / account holder | $3,759 | $9,954-62.2% | $6,858-45.2% | $13,397-71.9% |