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 | $257,620 | $159,602+61.4% | $150,045+71.7% | $142,382+80.9% |
| Participation rate | 81.0% | 84.0%-3.0pp | 82.3%-1.4pp | 80.1%+0.8pp |
| Annual return | 12.63% | 70.24%-57.6pp | 62.55%-49.9pp | 217.08%-204.5pp |
| Employer contribution / active EE | $9,143 | $4,961+84.3% | $4,693+94.8% | $4,299+112.7% |
| Participant deferral / active EE | $18,323 | $8,310+120.5% | $7,997+129.1% | $6,507+181.6% |
| Admin fee / account holder | $8,173 | $14,846-45.0% | $13,435-39.2% | $12,624-35.3% |