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 | $399,438 | $53,516+646.4% | $126,539+215.7% | $84,808+371.0% |
| Participation rate | 76.7% | 58.2%+18.4pp | 69.8%+6.8pp | 68.3%+8.4pp |
| Annual return | 15.62% | 58.34%-42.7pp | 425.95%-410.3pp | 40.90%-25.3pp |
| Employer contribution / active EE | $1,868 | $1,535+21.7% | $3,674-49.1% | $2,631-29.0% |
| Participant deferral / active EE | $4,253 | $2,671+59.3% | $4,083+4.2% | $4,212+1.0% |
| Admin fee / account holder | $3,691 | $4,497-17.9% | $6,065-39.1% | $7,344-49.7% |