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 | $288,782 | $77,145+274.3% | $108,410+166.4% | $85,850+236.4% |
| Participation rate | 88.4% | 74.7%+13.7pp | 80.1%+8.2pp | 69.3%+19.1pp |
| Annual return | 18.88% | 44.54%-25.7pp | 905.27%-886.4pp | 318.53%-299.7pp |
| Employer contribution / active EE | $4,812 | $2,379+102.2% | $3,558+35.2% | $2,565+87.6% |
| Participant deferral / active EE | $7,977 | $5,566+43.3% | $6,563+21.6% | $3,952+101.9% |
| Admin fee / account holder | $1,414 | $5,172-72.7% | $7,295-80.6% | $6,260-77.4% |