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 9-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 | $401,555 | $209,411+91.8% | $178,490+125.0% | $158,922+152.7% |
| Participation rate | 90.9% | 86.3%+4.6pp | 81.9%+9.0pp | 82.0%+9.0pp |
| Annual return | 14.62% | 188.75%-174.1pp | 151.07%-136.5pp | 302.83%-288.2pp |
| Employer contribution / active EE | $3,091 | $5,706-45.8% | $5,011-38.3% | $4,761-35.1% |
| Participant deferral / active EE | $7,736 | $5,954+29.9% | $5,202+48.7% | $5,982+29.3% |
| Admin fee / account holder | $1,808 | $17,074-89.4% | $13,984-87.1% | $11,246-83.9% |