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 | $283,329 | $106,890+165.1% | $84,015+237.2% | $152,861+85.4% |
| Participation rate | 90.0% | 75.2%+14.8pp | 69.0%+21.0pp | 82.4%+7.6pp |
| Annual return | 21.16% | 104.99%-83.8pp | 71.31%-50.2pp | 345.32%-324.2pp |
| Employer contribution / active EE | $7,131 | $2,734+160.8% | $1,983+259.5% | $4,762+49.7% |
| Participant deferral / active EE | $8,539 | $4,011+112.9% | $3,239+163.7% | $5,850+46.0% |
| Admin fee / account holder | $2,923 | $8,285-64.7% | $6,101-52.1% | $11,596-74.8% |