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 | $347,908 | $76,738+353.4% | $56,411+516.7% | $145,922+138.4% |
| Participation rate | 75.0% | 63.2%+11.8pp | 52.5%+22.5pp | 80.3%-5.3pp |
| Annual return | 13.49% | 2994.23%-2980.7pp | 1701.33%-1687.8pp | 561.29%-547.8pp |
| Employer contribution / active EE | $2,288 | $1,380+65.8% | $1,039+120.2% | $4,660-50.9% |
| Participant deferral / active EE | $2,288 | $2,623-12.8% | $1,952+17.2% | $6,688-65.8% |
| Admin fee / account holder | $3,498 | $3,334+4.9% | $2,829+23.7% | $13,397-73.9% |