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 | $293,595 | $209,832+39.9% | $189,513+54.9% | $167,490+75.3% |
| Participation rate | 80.0% | 88.7%-8.7pp | 87.8%-7.8pp | 82.1%-2.1pp |
| Annual return | 13.15% | 748.27%-735.1pp | 555.15%-542.0pp | 478.56%-465.4pp |
| Employer contribution / active EE | $6,946 | $6,914+0.5% | $6,162+12.7% | $4,837+43.6% |
| Participant deferral / active EE | $4,641 | $8,935-48.1% | $8,221-43.6% | $6,341-26.8% |
| Admin fee / account holder | $7,137 | $14,293-50.1% | $12,045-40.7% | $12,309-42.0% |