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 | $364,255 | $108,919+234.4% | $100,391+262.8% | $145,922+149.6% |
| Participation rate | 71.4% | 82.9%-11.5pp | 81.5%-10.1pp | 80.3%-8.8pp |
| Annual return | 12.53% | 57.88%-45.4pp | 49.20%-36.7pp | 561.29%-548.8pp |
| Employer contribution / active EE | $1,048 | $4,419-76.3% | $3,942-73.4% | $4,660-77.5% |
| Participant deferral / active EE | $4,219 | $8,445-50.0% | $8,082-47.8% | $6,688-36.9% |
| Admin fee / account holder | $3,095 | $9,689-68.1% | $7,899-60.8% | $13,397-76.9% |