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 | $374,694 | $217,402+72.4% | $185,823+101.6% | $167,490+123.7% |
| Participation rate | 87.5% | 86.0%+1.5pp | 81.7%+5.8pp | 82.1%+5.4pp |
| Annual return | 14.33% | 148.36%-134.0pp | 122.05%-107.7pp | 478.56%-464.2pp |
| Employer contribution / active EE | $4,964 | $5,873-15.5% | $5,167-3.9% | $4,837+2.6% |
| Participant deferral / active EE | $7,031 | $6,356+10.6% | $5,568+26.3% | $6,341+10.9% |
| Admin fee / account holder | $11,395 | $19,811-42.5% | $16,237-29.8% | $12,309-7.4% |