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 | $451,959 | $209,411+115.8% | $178,490+153.2% | $158,922+184.4% |
| Participation rate | 91.7% | 86.3%+5.3pp | 81.9%+9.7pp | 82.0%+9.7pp |
| Annual return | 10.59% | 188.75%-178.2pp | 151.07%-140.5pp | 302.83%-292.2pp |
| Employer contribution / active EE | $2,955 | $5,706-48.2% | $5,011-41.0% | $4,761-37.9% |
| Participant deferral / active EE | $5,385 | $5,954-9.6% | $5,202+3.5% | $5,982-10.0% |
| Admin fee / account holder | $38,132 | $17,074+123.3% | $13,984+172.7% | $11,246+239.1% |