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 | $437,180 | $91,538+377.6% | $129,995+236.3% | $75,163+481.6% |
| Participation rate | 91.4% | 71.4%+20.0pp | 78.5%+12.9pp | 67.2%+24.2pp |
| Annual return | 17.21% | -631.11%+648.3pp | -137.18%+154.4pp | 160.62%-143.4pp |
| Employer contribution / active EE | $9,191 | $2,845+223.0% | $4,320+112.8% | $2,670+244.2% |
| Participant deferral / active EE | $9,507 | $4,341+119.0% | $5,820+63.3% | $4,125+130.5% |
| Admin fee / account holder | $8,996 | $6,790+32.5% | $10,614-15.2% | $5,651+59.2% |