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 | $403,933 | $91,538+341.3% | $129,995+210.7% | $75,163+437.4% |
| Participation rate | 90.0% | 71.4%+18.6pp | 78.5%+11.5pp | 67.2%+22.8pp |
| Annual return | 19.82% | -631.11%+650.9pp | -137.18%+157.0pp | 160.62%-140.8pp |
| Employer contribution / active EE | $2,862 | $2,845+0.6% | $4,320-33.7% | $2,670+7.2% |
| Participant deferral / active EE | $2,933 | $4,341-32.4% | $5,820-49.6% | $4,125-28.9% |
| Admin fee / account holder | $10,200 | $6,790+50.2% | $10,614-3.9% | $5,651+80.5% |