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 | $290,221 | $99,020+193.1% | $86,590+235.2% | $147,584+96.6% |
| Participation rate | 94.1% | 76.3%+17.8pp | 73.5%+20.6pp | 82.8%+11.3pp |
| Annual return | 24.77% | 1312.34%-1287.6pp | 964.84%-940.1pp | 578.55%-553.8pp |
| Employer contribution / active EE | $421 | $3,132-86.6% | $2,839-85.2% | $4,876-91.4% |
| Participant deferral / active EE | $2,746 | $3,972-30.9% | $3,609-23.9% | $5,439-49.5% |
| Admin fee / account holder | $8,311 | $5,710+45.5% | $4,906+69.4% | $10,885-23.6% |