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 | $291,077 | $105,181+176.7% | $159,436+82.6% | $85,850+239.1% |
| Participation rate | 76.9% | 75.8%+1.1pp | 82.8%-5.9pp | 69.3%+7.6pp |
| Annual return | 17.08% | 45.07%-28.0pp | 263.57%-246.5pp | 318.53%-301.5pp |
| Employer contribution / active EE | $1,525 | $3,318-54.1% | $4,829-68.4% | $2,565-40.6% |
| Participant deferral / active EE | $11,604 | $5,945+95.2% | $7,352+57.8% | $3,952+193.6% |
| Admin fee / account holder | $29,581 | $6,933+326.6% | $10,799+173.9% | $6,260+372.6% |