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 | $381,197 | $102,317+272.6% | $146,958+159.4% | $80,856+371.4% |
| Participation rate | 78.6% | 75.8%+2.7pp | 82.2%-3.6pp | 67.6%+10.9pp |
| Annual return | 18.17% | 134.76%-116.6pp | 418.34%-400.2pp | 35.59%-17.4pp |
| Employer contribution / active EE | $4,869 | $3,713+31.1% | $4,933-1.3% | $2,755+76.7% |
| Participant deferral / active EE | $10,663 | $6,644+60.5% | $8,070+32.1% | $4,296+148.2% |
| Admin fee / account holder | $37,084 | $7,941+367.0% | $12,998+185.3% | $6,918+436.0% |