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 | $407,048 | $58,208+599.3% | $81,812+397.5% | $80,856+403.4% |
| Participation rate | 92.6% | 63.4%+29.2pp | 72.3%+20.2pp | 67.6%+25.0pp |
| Annual return | 15.99% | 41.66%-25.7pp | 773.79%-757.8pp | 35.59%-19.6pp |
| Employer contribution / active EE | $3,890 | $2,340+66.2% | $2,912+33.6% | $2,755+41.2% |
| Participant deferral / active EE | $7,926 | $3,281+141.6% | $4,319+83.5% | $4,296+84.5% |
| Admin fee / account holder | $5,753 | $4,981+15.5% | $7,386-22.1% | $6,918-16.8% |