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 | $273,963 | $226,064+21.2% | $182,532+50.1% | $152,861+79.2% |
| Participation rate | 80.0% | 82.5%-2.5pp | 78.0%+2.0pp | 82.4%-2.4pp |
| Annual return | 17.95% | 192.51%-174.6pp | 148.54%-130.6pp | 345.32%-327.4pp |
| Employer contribution / active EE | $755 | $4,978-84.8% | $4,076-81.5% | $4,762-84.1% |
| Participant deferral / active EE | $1,228 | $6,368-80.7% | $5,524-77.8% | $5,850-79.0% |
| Admin fee / account holder | $142,538 | $10,703+1231.8% | $8,592+1558.9% | $11,596+1129.1% |