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 | $300,200 | $107,334+179.7% | $92,893+223.2% | $152,861+96.4% |
| Participation rate | 92.9% | 79.8%+13.1pp | 76.0%+16.9pp | 82.4%+10.4pp |
| Annual return | 28.04% | 145.58%-117.5pp | 109.41%-81.4pp | 345.32%-317.3pp |
| Employer contribution / active EE | $2,387 | $4,221-43.5% | $3,653-34.7% | $4,762-49.9% |
| Participant deferral / active EE | $3,399 | $4,845-29.9% | $4,236-19.8% | $5,850-41.9% |
| Admin fee / account holder | $5,056 | $7,079-28.6% | $5,794-12.7% | $11,596-56.4% |