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 | $280,570 | $102,317+174.2% | $146,958+90.9% | $80,856+247.0% |
| Participation rate | 73.8% | 75.8%-2.0pp | 82.2%-8.3pp | 67.6%+6.2pp |
| Annual return | 17.59% | 134.76%-117.2pp | 418.34%-400.7pp | 35.59%-18.0pp |
| Employer contribution / active EE | $1,535 | $3,713-58.7% | $4,933-68.9% | $2,755-44.3% |
| Participant deferral / active EE | $11,161 | $6,644+68.0% | $8,070+38.3% | $4,296+159.8% |
| Admin fee / account holder | $3,343 | $7,941-57.9% | $12,998-74.3% | $6,918-51.7% |