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 | $259,276 | $165,984+56.2% | $164,813+57.3% | $145,922+77.7% |
| Participation rate | 91.3% | 82.0%+9.3pp | 78.6%+12.7pp | 80.3%+11.0pp |
| Annual return | 12.44% | 100.03%-87.6pp | 69.93%-57.5pp | 561.29%-548.8pp |
| Employer contribution / active EE | $1,915 | $5,273-63.7% | $4,341-55.9% | $4,660-58.9% |
| Participant deferral / active EE | $8,778 | $6,959+26.1% | $6,031+45.5% | $6,688+31.3% |
| Admin fee / account holder | $145,944 | $16,648+776.7% | $12,690+1050.1% | $13,397+989.4% |