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 | $352,116 | $209,411+68.1% | $178,490+97.3% | $158,922+121.6% |
| Participation rate | 93.3% | 86.3%+7.0pp | 81.9%+11.4pp | 82.0%+11.4pp |
| Annual return | 11.36% | 188.75%-177.4pp | 151.07%-139.7pp | 302.83%-291.5pp |
| Employer contribution / active EE | $19,812 | $5,706+247.2% | $5,011+295.4% | $4,761+316.1% |
| Participant deferral / active EE | $10,393 | $5,954+74.6% | $5,202+99.8% | $5,982+73.7% |
| Admin fee / account holder | $7,431 | $17,074-56.5% | $13,984-46.9% | $11,246-33.9% |