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 | $265,243 | $177,572+49.4% | $154,803+71.3% | $142,382+86.3% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 14.01% | 65.07%-51.1pp | 58.88%-44.9pp | 217.08%-203.1pp |
| Employer contribution / active EE | $1,169 | $4,810-75.7% | $4,305-72.8% | $4,299-72.8% |
| Participant deferral / active EE | $11,558 | $6,272+84.3% | $5,540+108.6% | $6,507+77.6% |
| Admin fee / account holder | $3,374 | $16,786-79.9% | $14,329-76.5% | $12,624-73.3% |