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 | $335,878 | $217,402+54.5% | $185,823+80.8% | $167,490+100.5% |
| Participation rate | 94.1% | 86.0%+8.1pp | 81.7%+12.4pp | 82.1%+12.0pp |
| Annual return | 13.04% | 148.36%-135.3pp | 122.05%-109.0pp | 478.56%-465.5pp |
| Employer contribution / active EE | $6,435 | $5,873+9.6% | $5,167+24.5% | $4,837+33.0% |
| Participant deferral / active EE | $2,790 | $6,356-56.1% | $5,568-49.9% | $6,341-56.0% |
| Admin fee / account holder | $14,403 | $19,811-27.3% | $16,237-11.3% | $12,309+17.0% |