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 | $344,381 | $111,724+208.2% | $93,606+267.9% | $145,922+136.0% |
| Participation rate | 77.8% | 74.2%+3.6pp | 68.7%+9.1pp | 80.3%-2.5pp |
| Annual return | 18.49% | 202.98%-184.5pp | 133.20%-114.7pp | 561.29%-542.8pp |
| Employer contribution / active EE | $3,266 | $3,090+5.7% | $2,420+35.0% | $4,660-29.9% |
| Participant deferral / active EE | $4,856 | $4,912-1.1% | $4,411+10.1% | $6,688-27.4% |
| Admin fee / account holder | $919 | $10,250-91.0% | $8,285-88.9% | $13,397-93.1% |