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 | $384,362 | $123,909+210.2% | $69,647+451.9% | $145,922+163.4% |
| Participation rate | 87.5% | 69.2%+18.3pp | 66.5%+21.0pp | 80.3%+7.2pp |
| Annual return | 14.69% | 190.55%-175.9pp | 100.48%-85.8pp | 561.29%-546.6pp |
| Employer contribution / active EE | $2,680 | $2,6820% | $1,712+56.5% | $4,660-42.5% |
| Participant deferral / active EE | $4,709 | $4,236+11.2% | $2,886+63.2% | $6,688-29.6% |
| Admin fee / account holder | $1,327 | $7,863-83.1% | $4,713-71.8% | $13,397-90.1% |