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 9-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 | $291,307 | $77,314+276.8% | $177,989+63.7% | $80,856+260.3% |
| Participation rate | 71.4% | 65.7%+5.7pp | 77.1%-5.7pp | 67.6%+3.8pp |
| Annual return | 105.24% | 18.09%+87.2pp | 294.48%-189.2pp | 35.59%+69.6pp |
| Employer contribution / active EE | $642 | $2,292-72.0% | $3,949-83.7% | $2,755-76.7% |
| Participant deferral / active EE | $2,102 | $4,411-52.3% | $6,276-66.5% | $4,296-51.1% |
| Admin fee / account holder | $666 | $7,191-90.7% | $10,363-93.6% | $6,918-90.4% |