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 | $331,788 | $102,317+224.3% | $146,958+125.8% | $80,856+310.3% |
| Participation rate | 85.7% | 75.8%+9.9pp | 82.2%+3.6pp | 67.6%+18.1pp |
| Annual return | 17.74% | 134.76%-117.0pp | 418.34%-400.6pp | 35.59%-17.9pp |
| Employer contribution / active EE | $3,258 | $3,713-12.2% | $4,933-33.9% | $2,755+18.3% |
| Participant deferral / active EE | $8,725 | $6,644+31.3% | $8,070+8.1% | $4,296+103.1% |
| Admin fee / account holder | $17,515 | $7,941+120.6% | $12,998+34.8% | $6,918+153.2% |