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 | $339,114 | $118,849+185.3% | $96,562+251.2% | $167,490+102.5% |
| Participation rate | 81.3% | 75.5%+5.8pp | 69.8%+11.4pp | 82.1%-0.9pp |
| Annual return | 26.19% | 50.49%-24.3pp | 37.78%-11.6pp | 478.56%-452.4pp |
| Employer contribution / active EE | $6,782 | $3,120+117.4% | $2,356+187.8% | $4,837+40.2% |
| Participant deferral / active EE | $6,822 | $4,616+47.8% | $3,849+77.2% | $6,341+7.6% |
| Admin fee / account holder | $906 | $8,065-88.8% | $6,181-85.3% | $12,309-92.6% |