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 | $370,789 | $217,402+70.6% | $185,823+99.5% | $167,490+121.4% |
| Participation rate | 87.0% | 86.0%+0.9pp | 81.7%+5.3pp | 82.1%+4.9pp |
| Annual return | 16.83% | 148.36%-131.5pp | 122.05%-105.2pp | 478.56%-461.7pp |
| Employer contribution / active EE | $10,685 | $5,873+81.9% | $5,167+106.8% | $4,837+120.9% |
| Participant deferral / active EE | $9,685 | $6,356+52.4% | $5,568+74.0% | $6,341+52.7% |
| Admin fee / account holder | $4,996 | $19,811-74.8% | $16,237-69.2% | $12,309-59.4% |