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 | $313,038 | $177,572+76.3% | $154,803+102.2% | $142,382+119.9% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 16.32% | 65.07%-48.8pp | 58.88%-42.6pp | 217.08%-200.8pp |
| Employer contribution / active EE | $4,267 | $4,810-11.3% | $4,305-0.9% | $4,299-0.8% |
| Participant deferral / active EE | $7,702 | $6,272+22.8% | $5,540+39.0% | $6,507+18.4% |
| Admin fee / account holder | $3,216 | $16,786-80.8% | $14,329-77.6% | $12,624-74.5% |