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 | $322,620 | $65,561+392.1% | $86,188+274.3% | $75,163+329.2% |
| Participation rate | 71.0% | 60.5%+10.5pp | 69.0%+2.0pp | 67.2%+3.8pp |
| Annual return | 13.17% | 46.05%-32.9pp | 1168.45%-1155.3pp | 160.62%-147.4pp |
| Employer contribution / active EE | $1,079 | $1,553-30.5% | $2,380-54.7% | $2,670-59.6% |
| Participant deferral / active EE | $6,259 | $3,024+107.0% | $3,985+57.1% | $4,125+51.7% |
| Admin fee / account holder | $503 | $5,474-90.8% | $6,852-92.7% | $5,651-91.1% |