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 | $331,947 | $217,402+52.7% | $185,823+78.6% | $167,490+98.2% |
| Participation rate | 95.0% | 86.0%+9.0pp | 81.7%+13.3pp | 82.1%+12.9pp |
| Annual return | 19.22% | 148.36%-129.1pp | 122.05%-102.8pp | 478.56%-459.3pp |
| Employer contribution / active EE | $2,006 | $5,873-65.8% | $5,167-61.2% | $4,837-58.5% |
| Participant deferral / active EE | $3,905 | $6,356-38.6% | $5,568-29.9% | $6,341-38.4% |
| Admin fee / account holder | $13,703 | $19,811-30.8% | $16,237-15.6% | $12,309+11.3% |