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 | $263,339 | $88,751+196.7% | $81,812+221.9% | $145,922+80.5% |
| Participation rate | 91.7% | 75.0%+16.6pp | 72.3%+19.3pp | 80.3%+11.4pp |
| Annual return | 16.13% | 1025.40%-1009.3pp | 773.79%-757.7pp | 561.29%-545.2pp |
| Employer contribution / active EE | $2,694 | $3,083-12.6% | $2,912-7.5% | $4,660-42.2% |
| Participant deferral / active EE | $8,512 | $4,643+83.3% | $4,319+97.1% | $6,688+27.3% |
| Admin fee / account holder | $9,917 | $8,415+17.8% | $7,386+34.3% | $13,397-26.0% |