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 | $295,177 | $175,202+68.5% | $149,673+97.2% | $139,434+111.7% |
| Participation rate | 94.7% | 83.4%+11.4pp | 78.8%+16.0pp | 80.3%+14.4pp |
| Annual return | 14.85% | 166.71%-151.9pp | 134.42%-119.6pp | 372.94%-358.1pp |
| Employer contribution / active EE | $2,673 | $5,474-51.2% | $4,818-44.5% | $4,751-43.7% |
| Participant deferral / active EE | $8,014 | $6,519+22.9% | $5,680+41.1% | $6,710+19.4% |
| Admin fee / account holder | $62,947 | $16,150+289.8% | $13,210+376.5% | $11,403+452.0% |