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 | $370,402 | $176,056+110.4% | $159,436+132.3% | $167,490+121.1% |
| Participation rate | 92.9% | 84.9%+7.9pp | 82.8%+10.0pp | 82.1%+10.8pp |
| Annual return | 15.83% | 331.75%-315.9pp | 263.57%-247.7pp | 478.56%-462.7pp |
| Employer contribution / active EE | $13,785 | $5,297+160.2% | $4,829+185.4% | $4,837+185.0% |
| Participant deferral / active EE | $3,345 | $7,750-56.8% | $7,352-54.5% | $6,341-47.3% |
| Admin fee / account holder | $1,334 | $12,554-89.4% | $10,799-87.6% | $12,309-89.2% |