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 | $394,241 | $108,919+262.0% | $100,391+292.7% | $145,922+170.2% |
| Participation rate | 92.9% | 82.9%+9.9pp | 81.5%+11.4pp | 80.3%+12.6pp |
| Annual return | 15.44% | 57.88%-42.4pp | 49.20%-33.8pp | 561.29%-545.8pp |
| Employer contribution / active EE | $4,937 | $4,419+11.7% | $3,942+25.3% | $4,660+6.0% |
| Participant deferral / active EE | $21,443 | $8,445+153.9% | $8,082+165.3% | $6,688+220.6% |
| Admin fee / account holder | $6,859 | $9,689-29.2% | $7,899-13.2% | $13,397-48.8% |