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 | $281,476 | $209,411+34.4% | $178,490+57.7% | $158,922+77.1% |
| Participation rate | 80.0% | 86.3%-6.3pp | 81.9%-1.9pp | 82.0%-2.0pp |
| Annual return | 20.22% | 188.75%-168.5pp | 151.07%-130.9pp | 302.83%-282.6pp |
| Employer contribution / active EE | $8,855 | $5,706+55.2% | $5,011+76.7% | $4,761+86.0% |
| Participant deferral / active EE | $9,628 | $5,954+61.7% | $5,202+85.1% | $5,982+60.9% |
| Admin fee / account holder | $40,382 | $17,074+136.5% | $13,984+188.8% | $11,246+259.1% |