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 | $272,969 | $165,984+64.5% | $164,813+65.6% | $145,922+87.1% |
| Participation rate | 95.2% | 82.0%+13.2pp | 78.6%+16.6pp | 80.3%+15.0pp |
| Annual return | 11.55% | 100.03%-88.5pp | 69.93%-58.4pp | 561.29%-549.7pp |
| Employer contribution / active EE | $4,326 | $5,273-18.0% | $4,341-0.3% | $4,660-7.2% |
| Participant deferral / active EE | $8,165 | $6,959+17.3% | $6,031+35.4% | $6,688+22.1% |
| Admin fee / account holder | $698 | $16,648-95.8% | $12,690-94.5% | $13,397-94.8% |