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 | $265,448 | $176,056+50.8% | $159,436+66.5% | $167,490+58.5% |
| Participation rate | 93.3% | 84.9%+8.4pp | 82.8%+10.5pp | 82.1%+11.2pp |
| Annual return | 11.56% | 331.75%-320.2pp | 263.57%-252.0pp | 478.56%-467.0pp |
| Employer contribution / active EE | $3,428 | $5,297-35.3% | $4,829-29.0% | $4,837-29.1% |
| Participant deferral / active EE | $8,193 | $7,750+5.7% | $7,352+11.4% | $6,341+29.2% |
| Admin fee / account holder | $109,104 | $12,554+769.1% | $10,799+910.4% | $12,309+786.4% |