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 | $261,196 | $209,411+24.7% | $178,490+46.3% | $158,922+64.4% |
| Participation rate | 92.9% | 86.3%+6.5pp | 81.9%+10.9pp | 82.0%+10.9pp |
| Annual return | 13.00% | 188.75%-175.8pp | 151.07%-138.1pp | 302.83%-289.8pp |
| Employer contribution / active EE | $1,985 | $5,706-65.2% | $5,011-60.4% | $4,761-58.3% |
| Participant deferral / active EE | $8,854 | $5,954+48.7% | $5,202+70.2% | $5,982+48.0% |
| Admin fee / account holder | $22,090 | $17,074+29.4% | $13,984+58.0% | $11,246+96.4% |