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 | $358,591 | $102,317+250.5% | $146,958+144.0% | $80,856+343.5% |
| Participation rate | 79.2% | 75.8%+3.3pp | 82.2%-3.0pp | 67.6%+11.5pp |
| Annual return | 15.93% | 134.76%-118.8pp | 418.34%-402.4pp | 35.59%-19.7pp |
| Employer contribution / active EE | $5,878 | $3,713+58.3% | $4,933+19.2% | $2,755+113.4% |
| Participant deferral / active EE | $11,009 | $6,644+65.7% | $8,070+36.4% | $4,296+156.3% |
| Admin fee / account holder | $8,709 | $7,941+9.7% | $12,998-33.0% | $6,918+25.9% |