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 | $252,162 | $177,572+42.0% | $154,803+62.9% | $142,382+77.1% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 15.96% | 65.07%-49.1pp | 58.88%-42.9pp | 217.08%-201.1pp |
| Employer contribution / active EE | $3,577 | $4,810-25.6% | $4,305-16.9% | $4,299-16.8% |
| Participant deferral / active EE | $11,495 | $6,272+83.3% | $5,540+107.5% | $6,507+76.7% |
| Admin fee / account holder | $9,078 | $16,786-45.9% | $14,329-36.6% | $12,624-28.1% |