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 | $284,819 | $157,256+81.1% | $141,162+101.8% | $152,861+86.3% |
| Participation rate | 85.7% | 84.8%+0.9pp | 82.5%+3.2pp | 82.4%+3.3pp |
| Annual return | 22.21% | 64.32%-42.1pp | 71.39%-49.2pp | 345.32%-323.1pp |
| Employer contribution / active EE | $13,367 | $5,261+154.1% | $4,735+182.3% | $4,762+180.7% |
| Participant deferral / active EE | $9,139 | $7,109+28.5% | $6,709+36.2% | $5,850+56.2% |
| Admin fee / account holder | $47,114 | $12,120+288.7% | $10,261+359.2% | $11,596+306.3% |