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 | $262,868 | $165,335+59.0% | $149,696+75.6% | $158,922+65.4% |
| Participation rate | 81.8% | 84.6%-2.8pp | 82.5%-0.7pp | 82.0%-0.1pp |
| Annual return | 10.79% | 348.15%-337.4pp | 276.60%-265.8pp | 302.83%-292.0pp |
| Employer contribution / active EE | $6,112 | $5,103+19.8% | $4,644+31.6% | $4,761+28.4% |
| Participant deferral / active EE | $13,668 | $7,181+90.3% | $6,842+99.8% | $5,982+128.5% |
| Admin fee / account holder | $22,360 | $10,807+106.9% | $9,309+140.2% | $11,246+98.8% |