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 | $279,404 | $100,852+177.0% | $90,404+209.1% | $158,922+75.8% |
| Participation rate | 75.0% | 75.0%0pp | 72.7%+2.3pp | 82.0%-7.0pp |
| Annual return | 14.21% | 1724.20%-1710.0pp | 1293.02%-1278.8pp | 302.83%-288.6pp |
| Employer contribution / active EE | $2,987 | $3,689-19.0% | $3,262-8.4% | $4,761-37.3% |
| Participant deferral / active EE | $3,052 | $4,348-29.8% | $3,963-23.0% | $5,982-49.0% |
| Admin fee / account holder | $3,301 | $6,501-49.2% | $5,611-41.2% | $11,246-70.6% |