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 | $297,218 | $165,335+79.8% | $149,696+98.5% | $158,922+87.0% |
| Participation rate | 82.6% | 84.6%-2.0pp | 82.5%+0.1pp | 82.0%+0.7pp |
| Annual return | 10.77% | 348.15%-337.4pp | 276.60%-265.8pp | 302.83%-292.1pp |
| Employer contribution / active EE | $1,101 | $5,103-78.4% | $4,644-76.3% | $4,761-76.9% |
| Participant deferral / active EE | $6,589 | $7,181-8.2% | $6,842-3.7% | $5,982+10.1% |
| Admin fee / account holder | $20,155 | $10,807+86.5% | $9,309+116.5% | $11,246+79.2% |