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 | $340,340 | $99,020+243.7% | $86,590+293.0% | $147,584+130.6% |
| Participation rate | 81.8% | 76.3%+5.5pp | 73.5%+8.3pp | 82.8%-1.0pp |
| Annual return | 17.85% | 1312.34%-1294.5pp | 964.84%-947.0pp | 578.55%-560.7pp |
| Employer contribution / active EE | $10,372 | $3,132+231.2% | $2,839+265.3% | $4,876+112.7% |
| Participant deferral / active EE | $3,925 | $3,972-1.2% | $3,609+8.8% | $5,439-27.8% |
| Admin fee / account holder | $1,365 | $5,710-76.1% | $4,906-72.2% | $10,885-87.5% |