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 | $252,118 | $202,432+24.5% | $169,368+48.9% | $139,434+80.8% |
| Participation rate | 82.4% | 81.1%+1.3pp | 77.1%+5.2pp | 80.3%+2.0pp |
| Annual return | 12.59% | 531.74%-519.1pp | 405.60%-393.0pp | 372.94%-360.4pp |
| Employer contribution / active EE | $3,633 | $4,692-22.6% | $4,013-9.5% | $4,751-23.5% |
| Participant deferral / active EE | $4,750 | $6,938-31.5% | $6,221-23.7% | $6,710-29.2% |
| Admin fee / account holder | $7,840 | $10,708-26.8% | $9,003-12.9% | $11,403-31.2% |