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 | $324,203 | $210,648+53.9% | $177,989+82.1% | $145,922+122.2% |
| Participation rate | 82.4% | 80.8%+1.6pp | 77.1%+5.3pp | 80.3%+2.1pp |
| Annual return | 16.40% | 385.86%-369.5pp | 294.48%-278.1pp | 561.29%-544.9pp |
| Employer contribution / active EE | $1,002 | $4,565-78.0% | $3,949-74.6% | $4,660-78.5% |
| Participant deferral / active EE | $6,681 | $6,958-4.0% | $6,276+6.5% | $6,688-0.1% |
| Admin fee / account holder | $38,199 | $12,013+218.0% | $10,363+268.6% | $13,397+185.1% |