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 | $260,577 | $133,922+94.6% | $116,228+124.2% | $142,382+83.0% |
| Participation rate | 83.3% | 77.9%+5.5pp | 74.6%+8.8pp | 80.1%+3.2pp |
| Annual return | 11.60% | 147.76%-136.2pp | 90.06%-78.5pp | 217.08%-205.5pp |
| Employer contribution / active EE | $3,738 | $3,446+8.5% | $2,994+24.8% | $4,299-13.1% |
| Participant deferral / active EE | $7,419 | $5,672+30.8% | $4,953+49.8% | $6,507+14.0% |
| Admin fee / account holder | $4,680 | $14,945-68.7% | $11,989-61.0% | $12,624-62.9% |