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 | $286,429 | $121,625+135.5% | $104,607+173.8% | $158,922+80.2% |
| Participation rate | 94.1% | 77.5%+16.6pp | 74.1%+20.0pp | 82.0%+12.2pp |
| Annual return | 16.40% | 465.26%-448.9pp | 340.46%-324.1pp | 302.83%-286.4pp |
| Employer contribution / active EE | $3,381 | $3,163+6.9% | $2,681+26.1% | $4,761-29.0% |
| Participant deferral / active EE | $4,982 | $4,177+19.3% | $3,740+33.2% | $5,982-16.7% |
| Admin fee / account holder | $1,371 | $7,787-82.4% | $6,473-78.8% | $11,246-87.8% |