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 | $367,198 | $58,208+530.8% | $81,812+348.8% | $80,856+354.1% |
| Participation rate | 94.3% | 63.4%+30.9pp | 72.3%+21.9pp | 67.6%+26.6pp |
| Annual return | 16.88% | 41.66%-24.8pp | 773.79%-756.9pp | 35.59%-18.7pp |
| Employer contribution / active EE | $9,528 | $2,340+307.2% | $2,912+227.2% | $2,755+245.9% |
| Participant deferral / active EE | $18,677 | $3,281+469.3% | $4,319+332.5% | $4,296+334.8% |
| Admin fee / account holder | $5,119 | $4,981+2.8% | $7,386-30.7% | $6,918-26.0% |