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 | $281,506 | $185,822+51.5% | $169,993+65.6% | $139,434+101.9% |
| Participation rate | 90.9% | 87.8%+3.2pp | 87.0%+3.9pp | 80.3%+10.6pp |
| Annual return | 12.39% | 60.50%-48.1pp | 53.37%-41.0pp | 372.94%-360.6pp |
| Employer contribution / active EE | $7,463 | $7,590-1.7% | $6,785+10.0% | $4,751+57.1% |
| Participant deferral / active EE | $10,812 | $11,622-7.0% | $10,408+3.9% | $6,710+61.1% |
| Admin fee / account holder | $10,005 | $15,381-35.0% | $12,815-21.9% | $11,403-12.3% |