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 | $261,463 | $150,187+74.1% | $120,354+117.2% | $145,922+79.2% |
| Participation rate | 90.0% | 78.8%+11.2pp | 71.9%+18.1pp | 80.3%+9.7pp |
| Annual return | 15.45% | 154.07%-138.6pp | 107.15%-91.7pp | 561.29%-545.8pp |
| Employer contribution / active EE | $2,845 | $4,348-34.6% | $3,463-17.8% | $4,660-38.9% |
| Participant deferral / active EE | $5,996 | $6,173-2.9% | $4,991+20.1% | $6,688-10.3% |
| Admin fee / account holder | $74,996 | $12,207+514.4% | $9,423+695.9% | $13,397+459.8% |