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 | $280,603 | $214,378+30.9% | $200,582+39.9% | $142,382+97.1% |
| Participation rate | 80.0% | 87.4%-7.4pp | 86.9%-6.9pp | 80.1%-0.1pp |
| Annual return | 13.35% | 46.41%-33.1pp | 42.33%-29.0pp | 217.08%-203.7pp |
| Employer contribution / active EE | $6,879 | $6,841+0.5% | $6,419+7.2% | $4,299+60.0% |
| Participant deferral / active EE | $11,368 | $9,865+15.2% | $9,331+21.8% | $6,507+74.7% |
| Admin fee / account holder | $68,556 | $17,692+287.5% | $16,305+320.5% | $12,624+443.1% |