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 | $331,905 | $176,056+88.5% | $159,436+108.2% | $167,490+98.2% |
| Participation rate | 83.3% | 84.9%-1.6pp | 82.8%+0.5pp | 82.1%+1.2pp |
| Annual return | 15.59% | 331.75%-316.2pp | 263.57%-248.0pp | 478.56%-463.0pp |
| Employer contribution / active EE | $8,859 | $5,297+67.2% | $4,829+83.4% | $4,837+83.1% |
| Participant deferral / active EE | $10,801 | $7,750+39.4% | $7,352+46.9% | $6,341+70.3% |
| Admin fee / account holder | $63,335 | $12,554+404.5% | $10,799+486.5% | $12,309+414.5% |