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 | $324,948 | $183,519+77.1% | $155,509+109.0% | $145,922+122.7% |
| Participation rate | 80.0% | 82.7%-2.7pp | 78.2%+1.8pp | 80.3%-0.3pp |
| Annual return | 14.04% | 61.17%-47.1pp | 64.67%-50.6pp | 561.29%-547.2pp |
| Employer contribution / active EE | $6,420 | $5,313+20.8% | $4,672+37.4% | $4,660+37.8% |
| Participant deferral / active EE | $10,455 | $6,462+61.8% | $5,626+85.8% | $6,688+56.3% |
| Admin fee / account holder | $4,895 | $19,313-74.7% | $15,912-69.2% | $13,397-63.5% |