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 | $264,863 | $175,202+51.2% | $149,673+77.0% | $139,434+90.0% |
| Participation rate | 77.3% | 83.4%-6.1pp | 78.8%-1.5pp | 80.3%-3.0pp |
| Annual return | 16.34% | 166.71%-150.4pp | 134.42%-118.1pp | 372.94%-356.6pp |
| Employer contribution / active EE | $16,338 | $5,474+198.4% | $4,818+239.1% | $4,751+243.9% |
| Participant deferral / active EE | $9,158 | $6,519+40.5% | $5,680+61.2% | $6,710+36.5% |
| Admin fee / account holder | $42,965 | $16,150+166.0% | $13,210+225.3% | $11,403+276.8% |