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 | $399,143 | $197,591+102.0% | $177,821+124.5% | $158,922+151.2% |
| Participation rate | 95.0% | 88.5%+6.5pp | 87.7%+7.3pp | 82.0%+13.0pp |
| Annual return | 10.80% | 58.76%-48.0pp | 48.32%-37.5pp | 302.83%-292.0pp |
| Employer contribution / active EE | $2,446 | $6,697-63.5% | $5,918-58.7% | $4,761-48.6% |
| Participant deferral / active EE | $7,275 | $8,405-13.4% | $7,714-5.7% | $5,982+21.6% |
| Admin fee / account holder | $3,055 | $15,399-80.2% | $12,427-75.4% | $11,246-72.8% |