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 | $490,103 | $74,888+554.4% | $71,209+588.3% | $142,382+244.2% |
| Participation rate | 76.5% | 76.2%+0.2pp | 73.8%+2.7pp | 80.1%-3.6pp |
| Annual return | 13.33% | 345.14%-331.8pp | 282.51%-269.2pp | 217.08%-203.7pp |
| Employer contribution / active EE | $9,800 | $2,854+243.3% | $2,721+260.2% | $4,299+128.0% |
| Participant deferral / active EE | $7,079 | $4,454+58.9% | $4,175+69.6% | $6,507+8.8% |
| Admin fee / account holder | $25,625 | $5,568+360.2% | $5,349+379.1% | $12,624+103.0% |