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 | $267,443 | $198,466+34.8% | $170,442+56.9% | $147,584+81.2% |
| Participation rate | 85.7% | 88.0%-2.3pp | 83.6%+2.1pp | 82.8%+2.9pp |
| Annual return | 10.37% | 257.29%-246.9pp | 205.93%-195.6pp | 578.55%-568.2pp |
| Employer contribution / active EE | $5,136 | $6,184-16.9% | $5,433-5.5% | $4,876+5.3% |
| Participant deferral / active EE | $6,630 | $5,629+17.8% | $4,939+34.2% | $5,439+21.9% |
| Admin fee / account holder | $72,357 | $16,852+329.4% | $13,880+421.3% | $10,885+564.7% |