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 | $386,041 | $209,411+84.3% | $178,490+116.3% | $158,922+142.9% |
| Participation rate | 94.7% | 86.3%+8.4pp | 81.9%+12.8pp | 82.0%+12.8pp |
| Annual return | 13.63% | 188.75%-175.1pp | 151.07%-137.4pp | 302.83%-289.2pp |
| Employer contribution / active EE | $5,465 | $5,706-4.2% | $5,011+9.1% | $4,761+14.8% |
| Participant deferral / active EE | $4,447 | $5,954-25.3% | $5,202-14.5% | $5,982-25.7% |
| Admin fee / account holder | $518 | $17,074-97.0% | $13,984-96.3% | $11,246-95.4% |