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 | $285,951 | $165,335+73.0% | $149,696+91.0% | $158,922+79.9% |
| Participation rate | 85.7% | 84.6%+1.1pp | 82.5%+3.2pp | 82.0%+3.8pp |
| Annual return | 39.22% | 348.15%-308.9pp | 276.60%-237.4pp | 302.83%-263.6pp |
| Employer contribution / active EE | $6,129 | $5,103+20.1% | $4,644+32.0% | $4,761+28.7% |
| Participant deferral / active EE | $8,164 | $7,181+13.7% | $6,842+19.3% | $5,982+36.5% |
| Admin fee / account holder | $963 | $10,807-91.1% | $9,309-89.7% | $11,246-91.4% |