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 | $271,539 | $144,119+88.4% | $117,854+130.4% | $147,584+84.0% |
| Participation rate | 75.0% | 83.4%-8.4pp | 79.7%-4.7pp | 82.8%-7.8pp |
| Annual return | 10.21% | 531.15%-520.9pp | 335.08%-324.9pp | 578.55%-568.3pp |
| Employer contribution / active EE | $3,721 | $4,896-24.0% | $3,786-1.7% | $4,876-23.7% |
| Participant deferral / active EE | $5,692 | $5,316+7.1% | $4,482+27.0% | $5,439+4.6% |
| Admin fee / account holder | $98,356 | $10,886+803.5% | $8,020+1126.4% | $10,885+803.6% |