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 | $250,756 | $202,432+23.9% | $169,368+48.1% | $139,434+79.8% |
| Participation rate | 81.8% | 81.1%+0.8pp | 77.1%+4.7pp | 80.3%+1.5pp |
| Annual return | 12.96% | 531.74%-518.8pp | 405.60%-392.6pp | 372.94%-360.0pp |
| Employer contribution / active EE | $3,601 | $4,692-23.3% | $4,013-10.3% | $4,751-24.2% |
| Participant deferral / active EE | $9,567 | $6,938+37.9% | $6,221+53.8% | $6,710+42.6% |
| Admin fee / account holder | $3,600 | $10,708-66.4% | $9,003-60.0% | $11,403-68.4% |