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 | $342,157 | $209,411+63.4% | $178,490+91.7% | $158,922+115.3% |
| Participation rate | 95.0% | 86.3%+8.7pp | 81.9%+13.1pp | 82.0%+13.0pp |
| Annual return | 22.12% | 188.75%-166.6pp | 151.07%-128.9pp | 302.83%-280.7pp |
| Employer contribution / active EE | $9,185 | $5,706+61.0% | $5,011+83.3% | $4,761+92.9% |
| Participant deferral / active EE | $2,917 | $5,954-51.0% | $5,202-43.9% | $5,982-51.2% |
| Admin fee / account holder | $12,940 | $17,074-24.2% | $13,984-7.5% | $11,246+15.1% |