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 | $250,499 | $177,572+41.1% | $154,803+61.8% | $142,382+75.9% |
| Participation rate | 87.5% | 82.1%+5.4pp | 78.1%+9.4pp | 80.1%+7.4pp |
| Annual return | 13.95% | 65.07%-51.1pp | 58.88%-44.9pp | 217.08%-203.1pp |
| Employer contribution / active EE | $7,038 | $4,810+46.3% | $4,305+63.5% | $4,299+63.7% |
| Participant deferral / active EE | $8,711 | $6,272+38.9% | $5,540+57.2% | $6,507+33.9% |
| Admin fee / account holder | $73,865 | $16,786+340.0% | $14,329+415.5% | $12,624+485.1% |