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 | $256,228 | $157,256+62.9% | $141,162+81.5% | $152,861+67.6% |
| Participation rate | 92.9% | 84.8%+8.0pp | 82.5%+10.4pp | 82.4%+10.4pp |
| Annual return | 18.46% | 64.32%-45.9pp | 71.39%-52.9pp | 345.32%-326.9pp |
| Employer contribution / active EE | $4,761 | $5,261-9.5% | $4,735+0.6% | $4,7620% |
| Participant deferral / active EE | $11,250 | $7,109+58.2% | $6,709+67.7% | $5,850+92.3% |
| Admin fee / account holder | $35,557 | $12,120+193.4% | $10,261+246.5% | $11,596+206.6% |