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 | $305,132 | $96,128+217.4% | $136,007+124.4% | $80,856+277.4% |
| Participation rate | 81.3% | 71.2%+10.1pp | 76.5%+4.9pp | 67.6%+13.7pp |
| Annual return | 16.40% | 28.71%-12.3pp | 579.32%-562.9pp | 35.59%-19.2pp |
| Employer contribution / active EE | $0 | $3,351-100.0% | $4,217-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $17,374 | $5,709+204.3% | $7,025+147.3% | $4,296+304.4% |
| Admin fee / account holder | $11,117 | $8,236+35.0% | $6,858+62.1% | $6,918+60.7% |