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 | $295,300 | $203,436+45.2% | $152,466+93.7% | $167,490+76.3% |
| Participation rate | 83.3% | 82.3%+1.0pp | 78.2%+5.1pp | 82.1%+1.2pp |
| Annual return | 17.83% | 13.80%+4.0pp | 757.33%-739.5pp | 478.56%-460.7pp |
| Employer contribution / active EE | $3,022 | $5,220-42.1% | $4,327-30.2% | $4,837-37.5% |
| Participant deferral / active EE | $3,973 | $6,716-40.8% | $5,820-31.7% | $6,341-37.4% |
| Admin fee / account holder | $7,393 | $22,506-67.1% | $15,805-53.2% | $12,309-39.9% |