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 | $364,805 | $202,318+80.3% | $172,739+111.2% | $152,861+138.7% |
| Participation rate | 83.3% | 87.1%-3.7pp | 82.6%+0.7pp | 82.4%+0.9pp |
| Annual return | 18.86% | 1029.65%-1010.8pp | 802.84%-784.0pp | 345.32%-326.5pp |
| Employer contribution / active EE | $1,965 | $5,856-66.5% | $5,143-61.8% | $4,762-58.7% |
| Participant deferral / active EE | $12,161 | $5,948+104.5% | $5,198+134.0% | $5,850+107.9% |
| Admin fee / account holder | $3,531 | $17,109-79.4% | $13,954-74.7% | $11,596-69.5% |