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 | $274,611 | $210,648+30.4% | $177,989+54.3% | $145,922+88.2% |
| Participation rate | 87.5% | 80.8%+6.7pp | 77.1%+10.4pp | 80.3%+7.2pp |
| Annual return | 13.11% | 385.86%-372.8pp | 294.48%-281.4pp | 561.29%-548.2pp |
| Employer contribution / active EE | $5,573 | $4,565+22.1% | $3,949+41.1% | $4,660+19.6% |
| Participant deferral / active EE | $11,611 | $6,958+66.9% | $6,276+85.0% | $6,688+73.6% |
| Admin fee / account holder | $7,143 | $12,013-40.5% | $10,363-31.1% | $13,397-46.7% |