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 | $253,815 | $148,534+70.9% | $135,903+86.8% | $139,434+82.0% |
| Participation rate | 90.9% | 83.9%+7.1pp | 81.9%+9.0pp | 80.3%+10.6pp |
| Annual return | 14.91% | 79.19%-64.3pp | 68.23%-53.3pp | 372.94%-358.0pp |
| Employer contribution / active EE | $3,413 | $5,243-34.9% | $4,856-29.7% | $4,751-28.2% |
| Participant deferral / active EE | $10,028 | $8,100+23.8% | $7,758+29.3% | $6,710+49.4% |
| Admin fee / account holder | $20,867 | $12,400+68.3% | $10,762+93.9% | $11,403+83.0% |