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 | $308,997 | $183,963+68.0% | $162,163+90.5% | $152,861+102.1% |
| Participation rate | 93.8% | 88.5%+5.2pp | 87.6%+6.2pp | 82.4%+11.3pp |
| Annual return | 23.57% | 150.76%-127.2pp | 115.59%-92.0pp | 345.32%-321.7pp |
| Employer contribution / active EE | $2,366 | $6,371-62.9% | $5,614-57.9% | $4,762-50.3% |
| Participant deferral / active EE | $5,876 | $8,034-26.9% | $7,298-19.5% | $5,850+0.4% |
| Admin fee / account holder | $22,864 | $13,121+74.2% | $10,843+110.9% | $11,596+97.2% |