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 | $416,029 | $115,770+259.4% | $101,248+310.9% | $158,922+161.8% |
| Participation rate | 90.0% | 79.4%+10.6pp | 75.8%+14.2pp | 82.0%+8.0pp |
| Annual return | 9.82% | 56.14%-46.3pp | 46.47%-36.7pp | 302.83%-293.0pp |
| Employer contribution / active EE | $12,469 | $4,175+198.7% | $3,660+240.7% | $4,761+161.9% |
| Participant deferral / active EE | $4,917 | $4,957-0.8% | $4,370+12.5% | $5,982-17.8% |
| Admin fee / account holder | $8,697 | $7,245+20.0% | $5,945+46.3% | $11,246-22.7% |