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 | $320,582 | $142,405+125.1% | $115,157+178.4% | $152,861+109.7% |
| Participation rate | 85.0% | 82.4%+2.6pp | 75.9%+9.1pp | 82.4%+2.6pp |
| Annual return | 26.21% | 41.48%-15.3pp | 35.60%-9.4pp | 345.32%-319.1pp |
| Employer contribution / active EE | $5,755 | $4,010+43.5% | $3,179+81.1% | $4,762+20.8% |
| Participant deferral / active EE | $5,877 | $5,164+13.8% | $4,168+41.0% | $5,850+0.5% |
| Admin fee / account holder | $29,184 | $8,462+244.9% | $7,088+311.7% | $11,596+151.7% |