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 | $319,861 | $175,202+82.6% | $149,673+113.7% | $139,434+129.4% |
| Participation rate | 80.0% | 83.4%-3.4pp | 78.8%+1.2pp | 80.3%-0.3pp |
| Annual return | 37.58% | 166.71%-129.1pp | 134.42%-96.8pp | 372.94%-335.4pp |
| Employer contribution / active EE | $2,371 | $5,474-56.7% | $4,818-50.8% | $4,751-50.1% |
| Participant deferral / active EE | $4,728 | $6,519-27.5% | $5,680-16.8% | $6,710-29.5% |
| Admin fee / account holder | $2,920 | $16,150-81.9% | $13,210-77.9% | $11,403-74.4% |