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 | $299,415 | $183,519+63.2% | $155,509+92.5% | $145,922+105.2% |
| Participation rate | 88.9% | 82.7%+6.2pp | 78.2%+10.7pp | 80.3%+8.6pp |
| Annual return | 10.24% | 61.17%-50.9pp | 64.67%-54.4pp | 561.29%-551.0pp |
| Employer contribution / active EE | $2,647 | $5,313-50.2% | $4,672-43.3% | $4,660-43.2% |
| Participant deferral / active EE | $9,597 | $6,462+48.5% | $5,626+70.6% | $6,688+43.5% |
| Admin fee / account holder | $28,429 | $19,313+47.2% | $15,912+78.7% | $13,397+112.2% |