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 | $283,706 | $159,901+77.4% | $146,958+93.1% | $145,922+94.4% |
| Participation rate | 75.0% | 84.0%-9.0pp | 82.2%-7.2pp | 80.3%-5.3pp |
| Annual return | 15.15% | 98.13%-83.0pp | 418.34%-403.2pp | 561.29%-546.1pp |
| Employer contribution / active EE | $10,415 | $5,286+97.0% | $4,933+111.1% | $4,660+123.5% |
| Participant deferral / active EE | $21,160 | $8,428+151.1% | $8,070+162.2% | $6,688+216.4% |
| Admin fee / account holder | $5,182 | $15,044-65.6% | $12,998-60.1% | $13,397-61.3% |