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 | $280,595 | $159,602+75.8% | $150,045+87.0% | $142,382+97.1% |
| Participation rate | 82.6% | 84.0%-1.4pp | 82.3%+0.3pp | 80.1%+2.5pp |
| Annual return | 15.87% | 70.24%-54.4pp | 62.55%-46.7pp | 217.08%-201.2pp |
| Employer contribution / active EE | $7,112 | $4,961+43.4% | $4,693+51.5% | $4,299+65.4% |
| Participant deferral / active EE | $11,209 | $8,310+34.9% | $7,997+40.2% | $6,507+72.3% |
| Admin fee / account holder | $60,154 | $14,846+305.2% | $13,435+347.7% | $12,624+376.5% |