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 | $260,461 | $165,984+56.9% | $164,813+58.0% | $145,922+78.5% |
| Participation rate | 91.7% | 82.0%+9.7pp | 78.6%+13.1pp | 80.3%+11.4pp |
| Annual return | 17.42% | 100.03%-82.6pp | 69.93%-52.5pp | 561.29%-543.9pp |
| Employer contribution / active EE | $2,743 | $5,273-48.0% | $4,341-36.8% | $4,660-41.1% |
| Participant deferral / active EE | $15,411 | $6,959+121.5% | $6,031+155.5% | $6,688+130.4% |
| Admin fee / account holder | $53,240 | $16,648+219.8% | $12,690+319.5% | $13,397+297.4% |