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 | $278,451 | $165,984+67.8% | $164,813+69.0% | $145,922+90.8% |
| Participation rate | 81.8% | 82.0%-0.2pp | 78.6%+3.2pp | 80.3%+1.5pp |
| Annual return | 12.73% | 100.03%-87.3pp | 69.93%-57.2pp | 561.29%-548.6pp |
| Employer contribution / active EE | $2,698 | $5,273-48.8% | $4,341-37.8% | $4,660-42.1% |
| Participant deferral / active EE | $9,538 | $6,959+37.1% | $6,031+58.1% | $6,688+42.6% |
| Admin fee / account holder | $2,558 | $16,648-84.6% | $12,690-79.8% | $13,397-80.9% |