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 | $253,590 | $165,984+52.8% | $164,813+53.9% | $145,922+73.8% |
| Participation rate | 85.0% | 82.0%+3.0pp | 78.6%+6.4pp | 80.3%+4.7pp |
| Annual return | 9.37% | 100.03%-90.7pp | 69.93%-60.6pp | 561.29%-551.9pp |
| Employer contribution / active EE | $4,026 | $5,273-23.6% | $4,341-7.2% | $4,660-13.6% |
| Participant deferral / active EE | $5,579 | $6,959-19.8% | $6,031-7.5% | $6,688-16.6% |
| Admin fee / account holder | $52,078 | $16,648+212.8% | $12,690+310.4% | $13,397+288.7% |