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 | $375,186 | $74,888+401.0% | $71,209+426.9% | $142,382+163.5% |
| Participation rate | 77.8% | 76.2%+1.6pp | 73.8%+4.0pp | 80.1%-2.3pp |
| Annual return | 15.84% | 345.14%-329.3pp | 282.51%-266.7pp | 217.08%-201.2pp |
| Employer contribution / active EE | $5,708 | $2,854+100.0% | $2,721+109.8% | $4,299+32.8% |
| Participant deferral / active EE | $13,211 | $4,454+196.6% | $4,175+216.4% | $6,507+103.0% |
| Admin fee / account holder | $7,102 | $5,568+27.5% | $5,349+32.8% | $12,624-43.7% |