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 | $337,891 | $176,056+91.9% | $159,436+111.9% | $167,490+101.7% |
| Participation rate | 95.7% | 84.9%+10.7pp | 82.8%+12.8pp | 82.1%+13.5pp |
| Annual return | 12.99% | 331.75%-318.8pp | 263.57%-250.6pp | 478.56%-465.6pp |
| Employer contribution / active EE | $10,815 | $5,297+104.2% | $4,829+123.9% | $4,837+123.6% |
| Participant deferral / active EE | $19,003 | $7,750+145.2% | $7,352+158.5% | $6,341+199.7% |
| Admin fee / account holder | $50,862 | $12,554+305.1% | $10,799+371.0% | $12,309+313.2% |