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 | $258,322 | $148,534+73.9% | $135,903+90.1% | $139,434+85.3% |
| Participation rate | 90.9% | 83.9%+7.1pp | 81.9%+9.0pp | 80.3%+10.6pp |
| Annual return | 16.40% | 79.19%-62.8pp | 68.23%-51.8pp | 372.94%-356.5pp |
| Employer contribution / active EE | $4,283 | $5,243-18.3% | $4,856-11.8% | $4,751-9.9% |
| Participant deferral / active EE | $9,211 | $8,100+13.7% | $7,758+18.7% | $6,710+37.3% |
| Admin fee / account holder | $22,874 | $12,400+84.5% | $10,762+112.5% | $11,403+100.6% |