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 | $268,539 | $104,486+157.0% | $76,817+249.6% | $152,861+75.7% |
| Participation rate | 83.3% | 76.6%+6.7pp | 72.1%+11.3pp | 82.4%+0.9pp |
| Annual return | 18.76% | 1013.37%-994.6pp | 1166.11%-1147.3pp | 345.32%-326.6pp |
| Employer contribution / active EE | $2,673 | $3,116-14.2% | $2,302+16.1% | $4,762-43.9% |
| Participant deferral / active EE | $9,853 | $4,236+132.6% | $3,336+195.4% | $5,850+68.4% |
| Admin fee / account holder | $3,448 | $12,275-71.9% | $6,420-46.3% | $11,596-70.3% |