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 | $274,265 | $105,181+160.8% | $159,436+72.0% | $85,850+219.5% |
| Participation rate | 98.0% | 75.8%+22.3pp | 82.8%+15.2pp | 69.3%+28.7pp |
| Annual return | 24.10% | 45.07%-21.0pp | 263.57%-239.5pp | 318.53%-294.4pp |
| Employer contribution / active EE | $2,270 | $3,318-31.6% | $4,829-53.0% | $2,565-11.5% |
| Participant deferral / active EE | $9,642 | $5,945+62.2% | $7,352+31.2% | $3,952+144.0% |
| Admin fee / account holder | $34,565 | $6,933+398.5% | $10,799+220.1% | $6,260+452.2% |