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 | $320,618 | $159,901+100.5% | $146,958+118.2% | $145,922+119.7% |
| Participation rate | 80.0% | 84.0%-4.0pp | 82.2%-2.2pp | 80.3%-0.3pp |
| Annual return | 15.86% | 98.13%-82.3pp | 418.34%-402.5pp | 561.29%-545.4pp |
| Employer contribution / active EE | $3,315 | $5,286-37.3% | $4,933-32.8% | $4,660-28.9% |
| Participant deferral / active EE | $10,634 | $8,428+26.2% | $8,070+31.8% | $6,688+59.0% |
| Admin fee / account holder | $107,464 | $15,044+614.3% | $12,998+726.8% | $13,397+702.2% |