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 | $391,117 | $159,901+144.6% | $146,958+166.1% | $145,922+168.0% |
| Participation rate | 77.8% | 84.0%-6.2pp | 82.2%-4.4pp | 80.3%-2.5pp |
| Annual return | 11.66% | 98.13%-86.5pp | 418.34%-406.7pp | 561.29%-549.6pp |
| Employer contribution / active EE | $4,567 | $5,286-13.6% | $4,933-7.4% | $4,660-2.0% |
| Participant deferral / active EE | $13,619 | $8,428+61.6% | $8,070+68.8% | $6,688+103.6% |
| Admin fee / account holder | $4,710 | $15,044-68.7% | $12,998-63.8% | $13,397-64.8% |