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 | $341,626 | $159,901+113.6% | $146,958+132.5% | $145,922+134.1% |
| Participation rate | 78.9% | 84.0%-5.0pp | 82.2%-3.2pp | 80.3%-1.3pp |
| Annual return | 10.99% | 98.13%-87.1pp | 418.34%-407.4pp | 561.29%-550.3pp |
| Employer contribution / active EE | $2,945 | $5,286-44.3% | $4,933-40.3% | $4,660-36.8% |
| Participant deferral / active EE | $8,152 | $8,428-3.3% | $8,070+1.0% | $6,688+21.9% |
| Admin fee / account holder | $13,709 | $15,044-8.9% | $12,998+5.5% | $13,397+2.3% |