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 | $366,142 | $165,335+121.5% | $149,696+144.6% | $158,922+130.4% |
| Participation rate | 75.0% | 84.6%-9.6pp | 82.5%-7.5pp | 82.0%-7.0pp |
| Annual return | 31.97% | 348.15%-316.2pp | 276.60%-244.6pp | 302.83%-270.9pp |
| Employer contribution / active EE | $9,250 | $5,103+81.3% | $4,644+99.2% | $4,761+94.3% |
| Participant deferral / active EE | $13,125 | $7,181+82.8% | $6,842+91.8% | $5,982+119.4% |
| Admin fee / account holder | $21,609 | $10,807+100.0% | $9,309+132.1% | $11,246+92.2% |