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 9-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 | $304,517 | $112,096+171.7% | $95,952+217.4% | $158,922+91.6% |
| Participation rate | 80.0% | 79.0%+1.0pp | 77.1%+2.9pp | 82.0%-2.0pp |
| Annual return | 17.69% | 171.09%-153.4pp | 91.61%-73.9pp | 302.83%-285.1pp |
| Employer contribution / active EE | $2,657 | $3,198-16.9% | $2,541+4.6% | $4,761-44.2% |
| Participant deferral / active EE | $4,312 | $4,784-9.9% | $4,167+3.5% | $5,982-27.9% |
| Admin fee / account holder | $2,540 | $10,130-74.9% | $6,795-62.6% | $11,246-77.4% |