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 | $289,097 | $175,202+65.0% | $149,673+93.2% | $139,434+107.3% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 15.06% | 166.71%-151.7pp | 134.42%-119.4pp | 372.94%-357.9pp |
| Employer contribution / active EE | $2,360 | $5,474-56.9% | $4,818-51.0% | $4,751-50.3% |
| Participant deferral / active EE | $2,590 | $6,519-60.3% | $5,680-54.4% | $6,710-61.4% |
| Admin fee / account holder | $6,742 | $16,150-58.3% | $13,210-49.0% | $11,403-40.9% |