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 | $304,523 | $102,317+197.6% | $146,958+107.2% | $80,856+276.6% |
| Participation rate | 90.6% | 75.8%+14.8pp | 82.2%+8.5pp | 67.6%+23.0pp |
| Annual return | 15.21% | 134.76%-119.6pp | 418.34%-403.1pp | 35.59%-20.4pp |
| Employer contribution / active EE | $2,603 | $3,713-29.9% | $4,933-47.2% | $2,755-5.5% |
| Participant deferral / active EE | $9,321 | $6,644+40.3% | $8,070+15.5% | $4,296+117.0% |
| Admin fee / account holder | $6,243 | $7,941-21.4% | $12,998-52.0% | $6,918-9.8% |