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 | $324,399 | $173,345+87.1% | $136,007+138.5% | $145,922+122.3% |
| Participation rate | 80.0% | 80.5%-0.5pp | 76.5%+3.5pp | 80.3%-0.3pp |
| Annual return | 13.50% | 1163.32%-1149.8pp | 579.32%-565.8pp | 561.29%-547.8pp |
| Employer contribution / active EE | $3,318 | $5,278-37.1% | $4,217-21.3% | $4,660-28.8% |
| Participant deferral / active EE | $11,547 | $8,699+32.7% | $7,025+64.4% | $6,688+72.7% |
| Admin fee / account holder | $9,448 | $9,954-5.1% | $6,858+37.8% | $13,397-29.5% |