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 | $266,917 | $185,822+43.6% | $169,993+57.0% | $139,434+91.4% |
| Participation rate | 83.3% | 87.8%-4.4pp | 87.0%-3.7pp | 80.3%+3.0pp |
| Annual return | 24.87% | 60.50%-35.6pp | 53.37%-28.5pp | 372.94%-348.1pp |
| Employer contribution / active EE | $5,528 | $7,590-27.2% | $6,785-18.5% | $4,751+16.4% |
| Participant deferral / active EE | $14,612 | $11,622+25.7% | $10,408+40.4% | $6,710+117.8% |
| Admin fee / account holder | $34,044 | $15,381+121.3% | $12,815+165.7% | $11,403+198.6% |