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 | $312,648 | $70,606+342.8% | $53,898+480.1% | $142,382+119.6% |
| Participation rate | 75.0% | 63.7%+11.3pp | 55.0%+20.0pp | 80.1%-5.1pp |
| Annual return | 11.89% | 619.81%-607.9pp | 528.60%-516.7pp | 217.08%-205.2pp |
| Employer contribution / active EE | $3,059 | $1,202+154.5% | $932+228.2% | $4,299-28.8% |
| Participant deferral / active EE | $16,750 | $2,364+608.6% | $1,826+817.2% | $6,507+157.4% |
| Admin fee / account holder | $1,988 | $2,852-30.3% | $2,491-20.2% | $12,624-84.2% |