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 | $251,456 | $159,901+57.3% | $146,958+71.1% | $145,922+72.3% |
| Participation rate | 87.5% | 84.0%+3.5pp | 82.2%+5.3pp | 80.3%+7.2pp |
| Annual return | 13.89% | 98.13%-84.2pp | 418.34%-404.5pp | 561.29%-547.4pp |
| Employer contribution / active EE | $1,063 | $5,286-79.9% | $4,933-78.5% | $4,660-77.2% |
| Participant deferral / active EE | $4,168 | $8,428-50.5% | $8,070-48.3% | $6,688-37.7% |
| Admin fee / account holder | $7,652 | $15,044-49.1% | $12,998-41.1% | $13,397-42.9% |