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 | $287,256 | $137,414+109.0% | $189,513+51.6% | $85,850+234.6% |
| Participation rate | 76.9% | 84.6%-7.7pp | 87.8%-10.9pp | 69.3%+7.6pp |
| Annual return | 15.87% | 38.14%-22.3pp | 555.15%-539.3pp | 318.53%-302.7pp |
| Employer contribution / active EE | $0 | $4,344-100.0% | $6,162-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $10,394 | $6,260+66.0% | $8,221+26.4% | $3,952+163.0% |
| Admin fee / account holder | $4,355 | $8,630-49.5% | $12,045-63.8% | $6,260-30.4% |