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 | $254,831 | $65,561+288.7% | $86,188+195.7% | $75,163+239.0% |
| Participation rate | 75.9% | 60.5%+15.4pp | 69.0%+6.9pp | 67.2%+8.7pp |
| Annual return | 24.22% | 46.05%-21.8pp | 1168.45%-1144.2pp | 160.62%-136.4pp |
| Employer contribution / active EE | $3,385 | $1,553+118.0% | $2,380+42.2% | $2,670+26.8% |
| Participant deferral / active EE | $7,974 | $3,024+163.7% | $3,985+100.1% | $4,125+93.3% |
| Admin fee / account holder | $743 | $5,474-86.4% | $6,852-89.2% | $5,651-86.9% |