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 | $341,744 | $176,056+94.1% | $159,436+114.3% | $167,490+104.0% |
| Participation rate | 88.2% | 84.9%+3.3pp | 82.8%+5.4pp | 82.1%+6.1pp |
| Annual return | 18.87% | 331.75%-312.9pp | 263.57%-244.7pp | 478.56%-459.7pp |
| Employer contribution / active EE | $2,928 | $5,297-44.7% | $4,829-39.4% | $4,837-39.5% |
| Participant deferral / active EE | $6,686 | $7,750-13.7% | $7,352-9.1% | $6,341+5.4% |
| Admin fee / account holder | $2,307 | $12,554-81.6% | $10,799-78.6% | $12,309-81.3% |