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 | $285,313 | $112,096+154.5% | $95,952+197.4% | $158,922+79.5% |
| Participation rate | 93.3% | 79.0%+14.4pp | 77.1%+16.3pp | 82.0%+11.4pp |
| Annual return | 7.95% | 171.09%-163.1pp | 91.61%-83.7pp | 302.83%-294.9pp |
| Employer contribution / active EE | $9,005 | $3,198+181.6% | $2,541+254.4% | $4,761+89.1% |
| Participant deferral / active EE | $4,144 | $4,784-13.4% | $4,167-0.5% | $5,982-30.7% |
| Admin fee / account holder | $37,784 | $10,130+273.0% | $6,795+456.0% | $11,246+236.0% |