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 | $309,042 | $109,817+181.4% | $98,442+213.9% | $167,490+84.5% |
| Participation rate | 75.0% | 75.8%-0.8pp | 73.3%+1.7pp | 82.1%-7.1pp |
| Annual return | 16.38% | 1956.69%-1940.3pp | 1492.73%-1476.3pp | 478.56%-462.2pp |
| Employer contribution / active EE | $1,853 | $3,224-42.5% | $2,960-37.4% | $4,837-61.7% |
| Participant deferral / active EE | $6,135 | $4,673+31.3% | $4,276+43.5% | $6,341-3.3% |
| Admin fee / account holder | $1,935 | $6,753-71.3% | $5,949-67.5% | $12,309-84.3% |