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 8-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 | $336,514 | $210,648+59.8% | $177,989+89.1% | $145,922+130.6% |
| Participation rate | 70.0% | 80.8%-10.8pp | 77.1%-7.1pp | 80.3%-10.3pp |
| Annual return | 10.41% | 385.86%-375.4pp | 294.48%-284.1pp | 561.29%-550.9pp |
| Employer contribution / active EE | $2,312 | $4,565-49.4% | $3,949-41.5% | $4,660-50.4% |
| Participant deferral / active EE | $3,047 | $6,958-56.2% | $6,276-51.4% | $6,688-54.4% |
| Admin fee / account holder | $39,616 | $12,013+229.8% | $10,363+282.3% | $13,397+195.7% |