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 | $296,897 | $108,919+172.6% | $100,391+195.7% | $145,922+103.5% |
| Participation rate | 93.8% | 82.9%+10.8pp | 81.5%+12.3pp | 80.3%+13.5pp |
| Annual return | 28.48% | 57.88%-29.4pp | 49.20%-20.7pp | 561.29%-532.8pp |
| Employer contribution / active EE | $768 | $4,419-82.6% | $3,942-80.5% | $4,660-83.5% |
| Participant deferral / active EE | $11,848 | $8,445+40.3% | $8,082+46.6% | $6,688+77.2% |
| Admin fee / account holder | $482 | $9,689-95.0% | $7,899-93.9% | $13,397-96.4% |