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 | $292,834 | $202,432+44.7% | $169,368+72.9% | $139,434+110.0% |
| Participation rate | 78.6% | 81.1%-2.5pp | 77.1%+1.4pp | 80.3%-1.7pp |
| Annual return | 17.33% | 531.74%-514.4pp | 405.60%-388.3pp | 372.94%-355.6pp |
| Employer contribution / active EE | $1,710 | $4,692-63.6% | $4,013-57.4% | $4,751-64.0% |
| Participant deferral / active EE | $11,610 | $6,938+67.3% | $6,221+86.6% | $6,710+73.0% |
| Admin fee / account holder | $52,466 | $10,708+390.0% | $9,003+482.8% | $11,403+360.1% |