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 | $356,436 | $102,317+248.4% | $146,958+142.5% | $80,856+340.8% |
| Participation rate | 90.9% | 75.8%+15.1pp | 82.2%+8.8pp | 67.6%+23.3pp |
| Annual return | 12.54% | 134.76%-122.2pp | 418.34%-405.8pp | 35.59%-23.1pp |
| Employer contribution / active EE | $1,778 | $3,713-52.1% | $4,933-64.0% | $2,755-35.4% |
| Participant deferral / active EE | $12,059 | $6,644+81.5% | $8,070+49.4% | $4,296+180.7% |
| Admin fee / account holder | $20,442 | $7,941+157.4% | $12,998+57.3% | $6,918+195.5% |