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 | $497,064 | $91,538+443.0% | $129,995+282.4% | $75,163+561.3% |
| Participation rate | 92.9% | 71.4%+21.4pp | 78.5%+14.4pp | 67.2%+25.7pp |
| Annual return | 20.90% | -631.11%+652.0pp | -137.18%+158.1pp | 160.62%-139.7pp |
| Employer contribution / active EE | $2,424 | $2,845-14.8% | $4,320-43.9% | $2,670-9.2% |
| Participant deferral / active EE | $6,950 | $4,341+60.1% | $5,820+19.4% | $4,125+68.5% |
| Admin fee / account holder | $10,002 | $6,790+47.3% | $10,614-5.8% | $5,651+77.0% |