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 8-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 | $297,657 | $217,402+36.9% | $185,823+60.2% | $167,490+77.7% |
| Participation rate | 72.7% | 86.0%-13.3pp | 81.7%-9.0pp | 82.1%-9.4pp |
| Annual return | 61.83% | 148.36%-86.5pp | 122.05%-60.2pp | 478.56%-416.7pp |
| Employer contribution / active EE | $10,101 | $5,873+72.0% | $5,167+95.5% | $4,837+108.8% |
| Participant deferral / active EE | $11,494 | $6,356+80.8% | $5,568+106.4% | $6,341+81.3% |
| Admin fee / account holder | $5,821 | $19,811-70.6% | $16,237-64.2% | $12,309-52.7% |