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 | $273,828 | $176,056+55.5% | $159,436+71.7% | $167,490+63.5% |
| Participation rate | 80.0% | 84.9%-4.9pp | 82.8%-2.8pp | 82.1%-2.1pp |
| Annual return | 13.11% | 331.75%-318.6pp | 263.57%-250.5pp | 478.56%-465.4pp |
| Employer contribution / active EE | $3,116 | $5,297-41.2% | $4,829-35.5% | $4,837-35.6% |
| Participant deferral / active EE | $8,973 | $7,750+15.8% | $7,352+22.0% | $6,341+41.5% |
| Admin fee / account holder | $20,838 | $12,554+66.0% | $10,799+93.0% | $12,309+69.3% |