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 | $287,705 | $210,648+36.6% | $177,989+61.6% | $145,922+97.2% |
| Participation rate | 79.2% | 80.8%-1.6pp | 77.1%+2.1pp | 80.3%-1.1pp |
| Annual return | 9.71% | 385.86%-376.2pp | 294.48%-284.8pp | 561.29%-551.6pp |
| Employer contribution / active EE | $3,434 | $4,565-24.8% | $3,949-13.0% | $4,660-26.3% |
| Participant deferral / active EE | $8,949 | $6,958+28.6% | $6,276+42.6% | $6,688+33.8% |
| Admin fee / account holder | $4,754 | $12,013-60.4% | $10,363-54.1% | $13,397-64.5% |