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 | $281,168 | $102,317+174.8% | $146,958+91.3% | $80,856+247.7% |
| Participation rate | 77.3% | 75.8%+1.5pp | 82.2%-4.8pp | 67.6%+9.7pp |
| Annual return | 11.99% | 134.76%-122.8pp | 418.34%-406.3pp | 35.59%-23.6pp |
| Employer contribution / active EE | $4,091 | $3,713+10.2% | $4,933-17.1% | $2,755+48.5% |
| Participant deferral / active EE | $7,515 | $6,644+13.1% | $8,070-6.9% | $4,296+74.9% |
| Admin fee / account holder | $4,931 | $7,941-37.9% | $12,998-62.1% | $6,918-28.7% |