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 | $304,559 | $217,402+40.1% | $185,823+63.9% | $167,490+81.8% |
| Participation rate | 89.5% | 86.0%+3.4pp | 81.7%+7.8pp | 82.1%+7.4pp |
| Annual return | 14.60% | 148.36%-133.8pp | 122.05%-107.5pp | 478.56%-464.0pp |
| Employer contribution / active EE | $17,660 | $5,873+200.7% | $5,167+241.8% | $4,837+265.1% |
| Participant deferral / active EE | $9,789 | $6,356+54.0% | $5,568+75.8% | $6,341+54.4% |
| Admin fee / account holder | $18,666 | $19,811-5.8% | $16,237+15.0% | $12,309+51.6% |