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 | $296,151 | $217,402+36.2% | $185,823+59.4% | $167,490+76.8% |
| Participation rate | 88.9% | 86.0%+2.8pp | 81.7%+7.2pp | 82.1%+6.8pp |
| Annual return | 8.94% | 148.36%-139.4pp | 122.05%-113.1pp | 478.56%-469.6pp |
| Employer contribution / active EE | $3,401 | $5,873-42.1% | $5,167-34.2% | $4,837-29.7% |
| Participant deferral / active EE | $9,923 | $6,356+56.1% | $5,568+78.2% | $6,341+56.5% |
| Admin fee / account holder | $3,028 | $19,811-84.7% | $16,237-81.4% | $12,309-75.4% |