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 | $280,193 | $105,998+164.3% | $92,233+203.8% | $147,584+89.9% |
| Participation rate | 72.2% | 80.4%-8.2pp | 76.5%-4.3pp | 82.8%-10.6pp |
| Annual return | 20.64% | 50.05%-29.4pp | 176.28%-155.6pp | 578.55%-557.9pp |
| Employer contribution / active EE | $3,265 | $4,333-24.7% | $3,679-11.3% | $4,876-33.1% |
| Participant deferral / active EE | $10,450 | $4,478+133.4% | $3,897+168.2% | $5,439+92.1% |
| Admin fee / account holder | $684 | $6,332-89.2% | $5,194-86.8% | $10,885-93.7% |