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 | $312,404 | $154,117+102.7% | $129,995+140.3% | $139,434+124.1% |
| Participation rate | 83.3% | 82.0%+1.4pp | 78.5%+4.8pp | 80.3%+3.0pp |
| Annual return | 13.98% | 32.48%-18.5pp | -137.18%+151.2pp | 372.94%-359.0pp |
| Employer contribution / active EE | $4,121 | $5,289-22.1% | $4,320-4.6% | $4,751-13.3% |
| Participant deferral / active EE | $8,650 | $6,710+28.9% | $5,820+48.6% | $6,710+28.9% |
| Admin fee / account holder | $845 | $14,007-94.0% | $10,614-92.0% | $11,403-92.6% |