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 | $274,438 | $159,901+71.6% | $146,958+86.7% | $145,922+88.1% |
| Participation rate | 77.8% | 84.0%-6.2pp | 82.2%-4.4pp | 80.3%-2.5pp |
| Annual return | 9.72% | 98.13%-88.4pp | 418.34%-408.6pp | 561.29%-551.6pp |
| Employer contribution / active EE | $1,877 | $5,286-64.5% | $4,933-62.0% | $4,660-59.7% |
| Participant deferral / active EE | $5,505 | $8,428-34.7% | $8,070-31.8% | $6,688-17.7% |
| Admin fee / account holder | $1,996 | $15,044-86.7% | $12,998-84.6% | $13,397-85.1% |