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 | $359,341 | $102,317+251.2% | $146,958+144.5% | $80,856+344.4% |
| Participation rate | 85.2% | 75.8%+9.4pp | 82.2%+3.0pp | 67.6%+17.5pp |
| Annual return | 13.18% | 134.76%-121.6pp | 418.34%-405.2pp | 35.59%-22.4pp |
| Employer contribution / active EE | $4,741 | $3,713+27.7% | $4,933-3.9% | $2,755+72.1% |
| Participant deferral / active EE | $17,319 | $6,644+160.7% | $8,070+114.6% | $4,296+303.2% |
| Admin fee / account holder | $11,976 | $7,941+50.8% | $12,998-7.9% | $6,918+73.1% |