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 | $351,615 | $197,591+78.0% | $177,821+97.7% | $158,922+121.3% |
| Participation rate | 80.0% | 88.5%-8.5pp | 87.7%-7.7pp | 82.0%-2.0pp |
| Annual return | 9.64% | 58.76%-49.1pp | 48.32%-38.7pp | 302.83%-293.2pp |
| Employer contribution / active EE | $2,709 | $6,697-59.6% | $5,918-54.2% | $4,761-43.1% |
| Participant deferral / active EE | $9,267 | $8,405+10.3% | $7,714+20.1% | $5,982+54.9% |
| Admin fee / account holder | $65,334 | $15,399+324.3% | $12,427+425.7% | $11,246+481.0% |