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 | $254,150 | $177,572+43.1% | $154,803+64.2% | $142,382+78.5% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 11.56% | 65.07%-53.5pp | 58.88%-47.3pp | 217.08%-205.5pp |
| Employer contribution / active EE | $1,070 | $4,810-77.8% | $4,305-75.2% | $4,299-75.1% |
| Participant deferral / active EE | $19,835 | $6,272+216.3% | $5,540+258.0% | $6,507+204.8% |
| Admin fee / account holder | $89,465 | $16,786+433.0% | $14,329+524.4% | $12,624+608.7% |