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 | $337,018 | $159,901+110.8% | $146,958+129.3% | $145,922+131.0% |
| Participation rate | 72.2% | 84.0%-11.8pp | 82.2%-9.9pp | 80.3%-8.1pp |
| Annual return | 12.65% | 98.13%-85.5pp | 418.34%-405.7pp | 561.29%-548.6pp |
| Employer contribution / active EE | $1,908 | $5,286-63.9% | $4,933-61.3% | $4,660-59.0% |
| Participant deferral / active EE | $5,538 | $8,428-34.3% | $8,070-31.4% | $6,688-17.2% |
| Admin fee / account holder | $11,614 | $15,044-22.8% | $12,998-10.7% | $13,397-13.3% |