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 | $278,332 | $84,402+229.8% | $61,373+353.5% | $134,475+107.0% |
| Participation rate | 80.0% | 62.2%+17.8pp | 52.6%+27.4pp | 81.2%-1.2pp |
| Annual return | 11.33% | 584.55%-573.2pp | 338.61%-327.3pp | 417.96%-406.6pp |
| Employer contribution / active EE | $1,346 | $1,544-12.9% | $1,159+16.1% | $4,740-71.6% |
| Participant deferral / active EE | $11,069 | $2,819+292.7% | $2,125+420.9% | $6,400+73.0% |
| Admin fee / account holder | $6,082 | $2,585+135.2% | $2,130+185.6% | $11,426-46.8% |