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 | $276,308 | $102,317+170.1% | $146,958+88.0% | $80,856+241.7% |
| Participation rate | 86.4% | 75.8%+10.5pp | 82.2%+4.2pp | 67.6%+18.7pp |
| Annual return | 12.36% | 134.76%-122.4pp | 418.34%-406.0pp | 35.59%-23.2pp |
| Employer contribution / active EE | $2,744 | $3,713-26.1% | $4,933-44.4% | $2,755-0.4% |
| Participant deferral / active EE | $7,506 | $6,644+13.0% | $8,070-7.0% | $4,296+74.7% |
| Admin fee / account holder | $2,271 | $7,941-71.4% | $12,998-82.5% | $6,918-67.2% |