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 | $290,693 | $159,901+81.8% | $146,958+97.8% | $145,922+99.2% |
| Participation rate | 91.7% | 84.0%+7.7pp | 82.2%+9.5pp | 80.3%+11.4pp |
| Annual return | 15.05% | 98.13%-83.1pp | 418.34%-403.3pp | 561.29%-546.2pp |
| Employer contribution / active EE | $5,119 | $5,286-3.2% | $4,933+3.8% | $4,660+9.9% |
| Participant deferral / active EE | $10,076 | $8,428+19.5% | $8,070+24.9% | $6,688+50.7% |
| Admin fee / account holder | $4,273 | $15,044-71.6% | $12,998-67.1% | $13,397-68.1% |