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 | $334,096 | $217,402+53.7% | $185,823+79.8% | $167,490+99.5% |
| Participation rate | 94.4% | 86.0%+8.4pp | 81.7%+12.7pp | 82.1%+12.3pp |
| Annual return | 18.79% | 148.36%-129.6pp | 122.05%-103.3pp | 478.56%-459.8pp |
| Employer contribution / active EE | $7,993 | $5,873+36.1% | $5,167+54.7% | $4,837+65.2% |
| Participant deferral / active EE | $4,987 | $6,356-21.6% | $5,568-10.4% | $6,341-21.4% |
| Admin fee / account holder | $524 | $19,811-97.4% | $16,237-96.8% | $12,309-95.7% |