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 | $296,936 | $210,648+41.0% | $177,989+66.8% | $145,922+103.5% |
| Participation rate | 75.0% | 80.8%-5.8pp | 77.1%-2.1pp | 80.3%-5.3pp |
| Annual return | 10.91% | 385.86%-375.0pp | 294.48%-283.6pp | 561.29%-550.4pp |
| Employer contribution / active EE | $17,718 | $4,565+288.2% | $3,949+348.7% | $4,660+280.2% |
| Participant deferral / active EE | $8,878 | $6,958+27.6% | $6,276+41.5% | $6,688+32.8% |
| Admin fee / account holder | $23,762 | $12,013+97.8% | $10,363+129.3% | $13,397+77.4% |