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 | $271,544 | $91,538+196.6% | $129,995+108.9% | $75,163+261.3% |
| Participation rate | 90.6% | 71.4%+19.2pp | 78.5%+12.1pp | 67.2%+23.4pp |
| Annual return | 15.87% | -631.11%+647.0pp | -137.18%+153.0pp | 160.62%-144.8pp |
| Employer contribution / active EE | $3,992 | $2,845+40.3% | $4,320-7.6% | $2,670+49.5% |
| Participant deferral / active EE | $11,592 | $4,341+167.0% | $5,820+99.2% | $4,125+181.0% |
| Admin fee / account holder | $1,222 | $6,790-82.0% | $10,614-88.5% | $5,651-78.4% |