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 | $372,892 | $102,317+264.4% | $146,958+153.7% | $80,856+361.2% |
| Participation rate | 96.0% | 75.8%+20.2pp | 82.2%+13.8pp | 67.6%+28.4pp |
| Annual return | 16.22% | 134.76%-118.5pp | 418.34%-402.1pp | 35.59%-19.4pp |
| Employer contribution / active EE | $4,340 | $3,713+16.9% | $4,933-12.0% | $2,755+57.5% |
| Participant deferral / active EE | $14,270 | $6,644+114.8% | $8,070+76.8% | $4,296+232.2% |
| Admin fee / account holder | $4,704 | $7,941-40.8% | $12,998-63.8% | $6,918-32.0% |