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 | $335,048 | $102,317+227.5% | $146,958+128.0% | $80,856+314.4% |
| Participation rate | 92.5% | 75.8%+16.7pp | 82.2%+10.3pp | 67.6%+24.9pp |
| Annual return | 26.76% | 134.76%-108.0pp | 418.34%-391.6pp | 35.59%-8.8pp |
| Employer contribution / active EE | $3,393 | $3,713-8.6% | $4,933-31.2% | $2,755+23.2% |
| Participant deferral / active EE | $11,302 | $6,644+70.1% | $8,070+40.1% | $4,296+163.1% |
| Admin fee / account holder | $25,868 | $7,941+225.7% | $12,998+99.0% | $6,918+273.9% |