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 | $350,459 | $176,056+99.1% | $159,436+119.8% | $167,490+109.2% |
| Participation rate | 90.5% | 84.9%+5.5pp | 82.8%+7.7pp | 82.1%+8.4pp |
| Annual return | 14.34% | 331.75%-317.4pp | 263.57%-249.2pp | 478.56%-464.2pp |
| Employer contribution / active EE | $2,172 | $5,297-59.0% | $4,829-55.0% | $4,837-55.1% |
| Participant deferral / active EE | $9,321 | $7,750+20.3% | $7,352+26.8% | $6,341+47.0% |
| Admin fee / account holder | $8,120 | $12,554-35.3% | $10,799-24.8% | $12,309-34.0% |