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 | $268,960 | $238,490+12.8% | $180,183+49.3% | $142,382+88.9% |
| Participation rate | 100.0% | 82.3%+17.7pp | 77.4%+22.6pp | 80.1%+19.9pp |
| Annual return | 15.56% | 33.56%-18.0pp | 27.86%-12.3pp | 217.08%-201.5pp |
| Employer contribution / active EE | $8,303 | $6,143+35.2% | $5,039+64.8% | $4,299+93.1% |
| Participant deferral / active EE | $14,957 | $7,996+87.0% | $6,822+119.2% | $6,507+129.8% |
| Admin fee / account holder | $3,122 | $28,866-89.2% | $19,975-84.4% | $12,624-75.3% |