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 | $364,406 | $102,317+256.2% | $146,958+148.0% | $80,856+350.7% |
| Participation rate | 97.0% | 75.8%+21.1pp | 82.2%+14.8pp | 67.6%+29.3pp |
| Annual return | 16.64% | 134.76%-118.1pp | 418.34%-401.7pp | 35.59%-19.0pp |
| Employer contribution / active EE | $3,871 | $3,713+4.2% | $4,933-21.5% | $2,755+40.5% |
| Participant deferral / active EE | $7,982 | $6,644+20.1% | $8,070-1.1% | $4,296+85.8% |
| Admin fee / account holder | $14,291 | $7,941+80.0% | $12,998+9.9% | $6,918+106.6% |