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 | $264,034 | $217,402+21.4% | $185,823+42.1% | $167,490+57.6% |
| Participation rate | 91.3% | 86.0%+5.3pp | 81.7%+9.6pp | 82.1%+9.2pp |
| Annual return | 9.97% | 148.36%-138.4pp | 122.05%-112.1pp | 478.56%-468.6pp |
| Employer contribution / active EE | $6,621 | $5,873+12.7% | $5,167+28.1% | $4,837+36.9% |
| Participant deferral / active EE | $3,811 | $6,356-40.0% | $5,568-31.6% | $6,341-39.9% |
| Admin fee / account holder | $3,889 | $19,811-80.4% | $16,237-76.0% | $12,309-68.4% |