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 | $347,316 | $159,602+117.6% | $150,045+131.5% | $142,382+143.9% |
| Participation rate | 87.5% | 84.0%+3.5pp | 82.3%+5.2pp | 80.1%+7.4pp |
| Annual return | 83.35% | 70.24%+13.1pp | 62.55%+20.8pp | 217.08%-133.7pp |
| Employer contribution / active EE | $5,886 | $4,961+18.7% | $4,693+25.4% | $4,299+36.9% |
| Participant deferral / active EE | $4,025 | $8,310-51.6% | $7,997-49.7% | $6,507-38.1% |
| Admin fee / account holder | $3,448 | $14,846-76.8% | $13,435-74.3% | $12,624-72.7% |