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 | $510,965 | $95,971+432.4% | $74,550+585.4% | $135,375+277.4% |
| Participation rate | 90.0% | 75.7%+14.3pp | 69.1%+20.9pp | 82.6%+7.4pp |
| Annual return | 7.31% | 56.96%-49.6pp | 32.53%-25.2pp | 519.73%-512.4pp |
| Employer contribution / active EE | $2,094 | $2,716-22.9% | $1,961+6.8% | $4,779-56.2% |
| Participant deferral / active EE | $9,691 | $3,843+152.1% | $3,108+211.8% | $5,609+72.8% |
| Admin fee / account holder | $5,583 | $6,522-14.4% | $5,060+10.3% | $10,827-48.4% |