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 | $351,798 | $74,888+369.8% | $71,209+394.0% | $142,382+147.1% |
| Participation rate | 85.7% | 76.2%+9.5pp | 73.8%+12.0pp | 80.1%+5.6pp |
| Annual return | 13.14% | 345.14%-332.0pp | 282.51%-269.4pp | 217.08%-203.9pp |
| Employer contribution / active EE | $3,621 | $2,854+26.9% | $2,721+33.1% | $4,299-15.8% |
| Participant deferral / active EE | $6,580 | $4,454+47.7% | $4,175+57.6% | $6,507+1.1% |
| Admin fee / account holder | $12,066 | $5,568+116.7% | $5,349+125.6% | $12,624-4.4% |