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 | $328,365 | $109,982+198.6% | $97,226+237.7% | $145,922+125.0% |
| Participation rate | 94.1% | 75.9%+18.2pp | 72.7%+21.4pp | 80.3%+13.8pp |
| Annual return | 18.48% | 242.90%-224.4pp | 75.13%-56.7pp | 561.29%-542.8pp |
| Employer contribution / active EE | $2,445 | $3,084-20.7% | $2,729-10.4% | $4,660-47.5% |
| Participant deferral / active EE | $9,383 | $4,676+100.7% | $4,264+120.1% | $6,688+40.3% |
| Admin fee / account holder | $5,517 | $6,221-11.3% | $5,654-2.4% | $13,397-58.8% |