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 | $285,095 | $217,402+31.1% | $185,823+53.4% | $167,490+70.2% |
| Participation rate | 93.8% | 86.0%+7.7pp | 81.7%+12.0pp | 82.1%+11.6pp |
| Annual return | 9.19% | 148.36%-139.2pp | 122.05%-112.9pp | 478.56%-469.4pp |
| Employer contribution / active EE | $7,044 | $5,873+19.9% | $5,167+36.3% | $4,837+45.6% |
| Participant deferral / active EE | $6,446 | $6,356+1.4% | $5,568+15.8% | $6,341+1.7% |
| Admin fee / account holder | $21,949 | $19,811+10.8% | $16,237+35.2% | $12,309+78.3% |