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 | $269,864 | $176,056+53.3% | $159,436+69.3% | $167,490+61.1% |
| Participation rate | 89.5% | 84.9%+4.5pp | 82.8%+6.7pp | 82.1%+7.4pp |
| Annual return | 18.18% | 331.75%-313.6pp | 263.57%-245.4pp | 478.56%-460.4pp |
| Employer contribution / active EE | $4,067 | $5,297-23.2% | $4,829-15.8% | $4,837-15.9% |
| Participant deferral / active EE | $8,112 | $7,750+4.7% | $7,352+10.3% | $6,341+27.9% |
| Admin fee / account holder | $12,527 | $12,554-0.2% | $10,799+16.0% | $12,309+1.8% |