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 | $341,813 | $102,317+234.1% | $146,958+132.6% | $80,856+322.7% |
| Participation rate | 84.6% | 75.8%+8.8pp | 82.2%+2.5pp | 67.6%+17.0pp |
| Annual return | 12.84% | 134.76%-121.9pp | 418.34%-405.5pp | 35.59%-22.8pp |
| Employer contribution / active EE | $4,630 | $3,713+24.7% | $4,933-6.1% | $2,755+68.1% |
| Participant deferral / active EE | $6,248 | $6,644-6.0% | $8,070-22.6% | $4,296+45.4% |
| Admin fee / account holder | $60,680 | $7,941+664.1% | $12,998+366.8% | $6,918+777.1% |