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 | $302,105 | $175,202+72.4% | $149,673+101.8% | $139,434+116.7% |
| Participation rate | 84.2% | 83.4%+0.8pp | 78.8%+5.4pp | 80.3%+3.9pp |
| Annual return | 16.57% | 166.71%-150.1pp | 134.42%-117.8pp | 372.94%-356.4pp |
| Employer contribution / active EE | $3,500 | $5,474-36.1% | $4,818-27.3% | $4,751-26.3% |
| Participant deferral / active EE | $10,471 | $6,519+60.6% | $5,680+84.4% | $6,710+56.1% |
| Admin fee / account holder | $1,257 | $16,150-92.2% | $13,210-90.5% | $11,403-89.0% |