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 | $269,405 | $159,901+68.5% | $146,958+83.3% | $145,922+84.6% |
| Participation rate | 91.7% | 84.0%+7.7pp | 82.2%+9.5pp | 80.3%+11.4pp |
| Annual return | 13.12% | 98.13%-85.0pp | 418.34%-405.2pp | 561.29%-548.2pp |
| Employer contribution / active EE | $3,430 | $5,286-35.1% | $4,933-30.5% | $4,660-26.4% |
| Participant deferral / active EE | $6,607 | $8,428-21.6% | $8,070-18.1% | $6,688-1.2% |
| Admin fee / account holder | $9,702 | $15,044-35.5% | $12,998-25.4% | $13,397-27.6% |