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 | $296,988 | $183,963+61.4% | $162,163+83.1% | $152,861+94.3% |
| Participation rate | 89.5% | 88.5%+1.0pp | 87.6%+1.9pp | 82.4%+7.0pp |
| Annual return | 23.57% | 150.76%-127.2pp | 115.59%-92.0pp | 345.32%-321.7pp |
| Employer contribution / active EE | $7,883 | $6,371+23.7% | $5,614+40.4% | $4,762+65.5% |
| Participant deferral / active EE | $18,939 | $8,034+135.7% | $7,298+159.5% | $5,850+223.7% |
| Admin fee / account holder | $1,372 | $13,121-89.5% | $10,843-87.4% | $11,596-88.2% |