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 | $304,528 | $102,317+197.6% | $146,958+107.2% | $80,856+276.6% |
| Participation rate | 93.5% | 75.8%+17.6pp | 82.2%+11.3pp | 67.6%+25.8pp |
| Annual return | 13.37% | 134.76%-121.4pp | 418.34%-405.0pp | 35.59%-22.2pp |
| Employer contribution / active EE | $13,618 | $3,713+266.8% | $4,933+176.1% | $2,755+394.3% |
| Participant deferral / active EE | $13,894 | $6,644+109.1% | $8,070+72.2% | $4,296+223.4% |
| Admin fee / account holder | $3,148 | $7,941-60.4% | $12,998-75.8% | $6,918-54.5% |