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 | $256,140 | $202,318+26.6% | $172,739+48.3% | $152,861+67.6% |
| Participation rate | 83.3% | 87.1%-3.7pp | 82.6%+0.7pp | 82.4%+0.9pp |
| Annual return | 18.94% | 1029.65%-1010.7pp | 802.84%-783.9pp | 345.32%-326.4pp |
| Employer contribution / active EE | $3,190 | $5,856-45.5% | $5,143-38.0% | $4,762-33.0% |
| Participant deferral / active EE | $4,447 | $5,948-25.2% | $5,198-14.4% | $5,850-24.0% |
| Admin fee / account holder | $1,350 | $17,109-92.1% | $13,954-90.3% | $11,596-88.4% |