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 | $328,701 | $159,602+105.9% | $150,045+119.1% | $142,382+130.9% |
| Participation rate | 79.2% | 84.0%-4.8pp | 82.3%-3.2pp | 80.1%-1.0pp |
| Annual return | 13.11% | 70.24%-57.1pp | 62.55%-49.4pp | 217.08%-204.0pp |
| Employer contribution / active EE | $1,339 | $4,961-73.0% | $4,693-71.5% | $4,299-68.9% |
| Participant deferral / active EE | $10,409 | $8,310+25.3% | $7,997+30.2% | $6,507+60.0% |
| Admin fee / account holder | $35,685 | $14,846+140.4% | $13,435+165.6% | $12,624+182.7% |