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 | $263,972 | $185,822+42.1% | $169,993+55.3% | $139,434+89.3% |
| Participation rate | 90.9% | 87.8%+3.2pp | 87.0%+3.9pp | 80.3%+10.6pp |
| Annual return | 15.47% | 60.50%-45.0pp | 53.37%-37.9pp | 372.94%-357.5pp |
| Employer contribution / active EE | $3,318 | $7,590-56.3% | $6,785-51.1% | $4,751-30.2% |
| Participant deferral / active EE | $6,557 | $11,622-43.6% | $10,408-37.0% | $6,710-2.3% |
| Admin fee / account holder | $23,252 | $15,381+51.2% | $12,815+81.4% | $11,403+103.9% |