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 | $299,254 | $176,056+70.0% | $159,436+87.7% | $167,490+78.7% |
| Participation rate | 92.3% | 84.9%+7.4pp | 82.8%+9.5pp | 82.1%+10.2pp |
| Annual return | 11.99% | 331.75%-319.8pp | 263.57%-251.6pp | 478.56%-466.6pp |
| Employer contribution / active EE | $3,344 | $5,297-36.9% | $4,829-30.7% | $4,837-30.9% |
| Participant deferral / active EE | $11,824 | $7,750+52.6% | $7,352+60.8% | $6,341+86.5% |
| Admin fee / account holder | $58,003 | $12,554+362.0% | $10,799+437.1% | $12,309+371.2% |