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 | $300,495 | $202,432+48.4% | $169,368+77.4% | $139,434+115.5% |
| Participation rate | 84.6% | 81.1%+3.5pp | 77.1%+7.5pp | 80.3%+4.3pp |
| Annual return | 15.13% | 531.74%-516.6pp | 405.60%-390.5pp | 372.94%-357.8pp |
| Employer contribution / active EE | $5,304 | $4,692+13.0% | $4,013+32.2% | $4,751+11.6% |
| Participant deferral / active EE | $11,449 | $6,938+65.0% | $6,221+84.0% | $6,710+70.6% |
| Admin fee / account holder | $5,445 | $10,708-49.2% | $9,003-39.5% | $11,403-52.2% |