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 | $255,762 | $105,998+141.3% | $92,233+177.3% | $147,584+73.3% |
| Participation rate | 85.7% | 80.4%+5.3pp | 76.5%+9.2pp | 82.8%+2.9pp |
| Annual return | 20.00% | 50.05%-30.0pp | 176.28%-156.3pp | 578.55%-558.5pp |
| Employer contribution / active EE | $5,846 | $4,333+34.9% | $3,679+58.9% | $4,876+19.9% |
| Participant deferral / active EE | $5,189 | $4,478+15.9% | $3,897+33.2% | $5,439-4.6% |
| Admin fee / account holder | $4,513 | $6,332-28.7% | $5,194-13.1% | $10,885-58.5% |