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 | $295,117 | $157,256+87.7% | $141,162+109.1% | $152,861+93.1% |
| Participation rate | 77.8% | 84.8%-7.0pp | 82.5%-4.7pp | 82.4%-4.7pp |
| Annual return | 26.80% | 64.32%-37.5pp | 71.39%-44.6pp | 345.32%-318.5pp |
| Employer contribution / active EE | $3,700 | $5,261-29.7% | $4,735-21.8% | $4,762-22.3% |
| Participant deferral / active EE | $9,079 | $7,109+27.7% | $6,709+35.3% | $5,850+55.2% |
| Admin fee / account holder | $2,801 | $12,120-76.9% | $10,261-72.7% | $11,596-75.8% |