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 | $273,824 | $133,922+104.5% | $116,228+135.6% | $142,382+92.3% |
| Participation rate | 78.3% | 77.9%+0.4pp | 74.6%+3.7pp | 80.1%-1.9pp |
| Annual return | 12.30% | 147.76%-135.5pp | 90.06%-77.8pp | 217.08%-204.8pp |
| Employer contribution / active EE | $3,535 | $3,446+2.6% | $2,994+18.1% | $4,299-17.8% |
| Participant deferral / active EE | $6,167 | $5,672+8.7% | $4,953+24.5% | $6,507-5.2% |
| Admin fee / account holder | $46,661 | $14,945+212.2% | $11,989+289.2% | $12,624+269.6% |