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 | $298,294 | $104,974+184.2% | $95,585+212.1% | $142,382+109.5% |
| Participation rate | 81.3% | 75.0%+6.3pp | 72.1%+9.2pp | 80.1%+1.1pp |
| Annual return | 32.12% | 210.33%-178.2pp | 38.56%-6.4pp | 217.08%-185.0pp |
| Employer contribution / active EE | $3,007 | $2,779+8.2% | $2,527+19.0% | $4,299-30.1% |
| Participant deferral / active EE | $7,182 | $4,352+65.0% | $4,023+78.5% | $6,507+10.4% |
| Admin fee / account holder | $20,676 | $6,386+223.8% | $6,127+237.4% | $12,624+63.8% |