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 | $318,860 | $209,832+52.0% | $189,513+68.3% | $167,490+90.4% |
| Participation rate | 94.1% | 88.7%+5.5pp | 87.8%+6.3pp | 82.1%+12.0pp |
| Annual return | 23.33% | 748.27%-724.9pp | 555.15%-531.8pp | 478.56%-455.2pp |
| Employer contribution / active EE | $5,386 | $6,914-22.1% | $6,162-12.6% | $4,837+11.3% |
| Participant deferral / active EE | $13,317 | $8,935+49.0% | $8,221+62.0% | $6,341+110.0% |
| Admin fee / account holder | $4,786 | $14,293-66.5% | $12,045-60.3% | $12,309-61.1% |