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 | $303,589 | $109,327+177.7% | $89,391+239.6% | $158,922+91.0% |
| Participation rate | 75.0% | 74.3%+0.7pp | 68.0%+7.0pp | 82.0%-7.0pp |
| Annual return | 28.70% | 345.68%-317.0pp | 245.62%-216.9pp | 302.83%-274.1pp |
| Employer contribution / active EE | $2,331 | $3,170-26.5% | $2,586-9.9% | $4,761-51.1% |
| Participant deferral / active EE | $13,839 | $4,598+200.9% | $3,890+255.8% | $5,982+131.3% |
| Admin fee / account holder | $2,428 | $6,153-60.5% | $4,881-50.3% | $11,246-78.4% |