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 | $269,125 | $148,534+81.2% | $135,903+98.0% | $139,434+93.0% |
| Participation rate | 75.0% | 83.9%-8.9pp | 81.9%-6.9pp | 80.3%-5.3pp |
| Annual return | 21.43% | 79.19%-57.8pp | 68.23%-46.8pp | 372.94%-351.5pp |
| Employer contribution / active EE | $2,336 | $5,243-55.4% | $4,856-51.9% | $4,751-50.8% |
| Participant deferral / active EE | $8,940 | $8,100+10.4% | $7,758+15.2% | $6,710+33.2% |
| Admin fee / account holder | $28,979 | $12,400+133.7% | $10,762+169.3% | $11,403+154.1% |