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 | $281,209 | $158,398+77.5% | $126,539+122.2% | $142,382+97.5% |
| Participation rate | 75.0% | 75.8%-0.8pp | 69.8%+5.2pp | 80.1%-5.1pp |
| Annual return | 16.48% | 593.76%-577.3pp | 425.95%-409.5pp | 217.08%-200.6pp |
| Employer contribution / active EE | $5,237 | $4,650+12.6% | $3,674+42.5% | $4,299+21.8% |
| Participant deferral / active EE | $11,935 | $4,767+150.4% | $4,083+192.3% | $6,507+83.4% |
| Admin fee / account holder | $2,117 | $6,918-69.4% | $6,065-65.1% | $12,624-83.2% |