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 8-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 | $252,763 | $117,841+114.5% | $102,423+146.8% | $145,922+73.2% |
| Participation rate | 75.0% | 78.6%-3.6pp | 76.5%-1.5pp | 80.3%-5.3pp |
| Annual return | 59.76% | 31.65%+28.1pp | 29.32%+30.4pp | 561.29%-501.5pp |
| Employer contribution / active EE | $3,036 | $3,615-16.0% | $3,023+0.4% | $4,660-34.8% |
| Participant deferral / active EE | $9,620 | $5,731+67.9% | $5,053+90.4% | $6,688+43.8% |
| Admin fee / account holder | $1,796 | $13,326-86.5% | $9,451-81.0% | $13,397-86.6% |