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 | $318,216 | $91,190+249.0% | $178,490+78.3% | $79,858+298.5% |
| Participation rate | 87.1% | 69.2%+17.9pp | 81.9%+5.2pp | 69.6%+17.5pp |
| Annual return | 17.44% | 24.19%-6.7pp | 151.07%-133.6pp | 31.71%-14.3pp |
| Employer contribution / active EE | $10,722 | $3,256+229.3% | $5,011+114.0% | $2,471+334.0% |
| Participant deferral / active EE | $6,377 | $3,236+97.1% | $5,202+22.6% | $3,740+70.5% |
| Admin fee / account holder | $512 | $6,751-92.4% | $13,984-96.3% | $5,306-90.3% |