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 | $290,785 | $209,411+38.9% | $178,490+62.9% | $158,922+83.0% |
| Participation rate | 85.7% | 86.3%-0.6pp | 81.9%+3.8pp | 82.0%+3.8pp |
| Annual return | 7.33% | 188.75%-181.4pp | 151.07%-143.7pp | 302.83%-295.5pp |
| Employer contribution / active EE | $6,834 | $5,706+19.8% | $5,011+36.4% | $4,761+43.5% |
| Participant deferral / active EE | $7,143 | $5,954+20.0% | $5,202+37.3% | $5,982+19.4% |
| Admin fee / account holder | $9,249 | $17,074-45.8% | $13,984-33.9% | $11,246-17.8% |