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 | $263,019 | $102,317+157.1% | $146,958+79.0% | $80,856+225.3% |
| Participation rate | 71.4% | 75.8%-4.4pp | 82.2%-10.7pp | 67.6%+3.8pp |
| Annual return | 21.91% | 134.76%-112.9pp | 418.34%-396.4pp | 35.59%-13.7pp |
| Employer contribution / active EE | $4,378 | $3,713+17.9% | $4,933-11.2% | $2,755+58.9% |
| Participant deferral / active EE | $9,901 | $6,644+49.0% | $8,070+22.7% | $4,296+130.5% |
| Admin fee / account holder | $4,606 | $7,941-42.0% | $12,998-64.6% | $6,918-33.4% |