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 | $268,632 | $133,922+100.6% | $116,228+131.1% | $142,382+88.7% |
| Participation rate | 80.0% | 77.9%+2.1pp | 74.6%+5.4pp | 80.1%-0.1pp |
| Annual return | 16.12% | 147.76%-131.6pp | 90.06%-73.9pp | 217.08%-201.0pp |
| Employer contribution / active EE | $8,734 | $3,446+153.5% | $2,994+191.7% | $4,299+103.2% |
| Participant deferral / active EE | $14,775 | $5,672+160.5% | $4,953+198.3% | $6,507+127.0% |
| Admin fee / account holder | $34,242 | $14,945+129.1% | $11,989+185.6% | $12,624+171.3% |