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 | $286,870 | $176,056+62.9% | $159,436+79.9% | $167,490+71.3% |
| Participation rate | 87.5% | 84.9%+2.6pp | 82.8%+4.7pp | 82.1%+5.4pp |
| Annual return | 13.62% | 331.75%-318.1pp | 263.57%-250.0pp | 478.56%-464.9pp |
| Employer contribution / active EE | $3,093 | $5,297-41.6% | $4,829-36.0% | $4,837-36.1% |
| Participant deferral / active EE | $13,027 | $7,750+68.1% | $7,352+77.2% | $6,341+105.4% |
| Admin fee / account holder | $7,865 | $12,554-37.4% | $10,799-27.2% | $12,309-36.1% |