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 | $271,178 | $159,901+69.6% | $146,958+84.5% | $145,922+85.8% |
| Participation rate | 93.8% | 84.0%+9.8pp | 82.2%+11.6pp | 80.3%+13.5pp |
| Annual return | 21.35% | 98.13%-76.8pp | 418.34%-397.0pp | 561.29%-539.9pp |
| Employer contribution / active EE | $2,132 | $5,286-59.7% | $4,933-56.8% | $4,660-54.2% |
| Participant deferral / active EE | $7,312 | $8,428-13.3% | $8,070-9.4% | $6,688+9.3% |
| Admin fee / account holder | $7,316 | $15,044-51.4% | $12,998-43.7% | $13,397-45.4% |