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 | $342,728 | $102,317+235.0% | $146,958+133.2% | $80,856+323.9% |
| Participation rate | 93.9% | 75.8%+18.1pp | 82.2%+11.8pp | 67.6%+26.3pp |
| Annual return | 14.94% | 134.76%-119.8pp | 418.34%-403.4pp | 35.59%-20.6pp |
| Employer contribution / active EE | $5,388 | $3,713+45.1% | $4,933+9.2% | $2,755+95.6% |
| Participant deferral / active EE | $12,890 | $6,644+94.0% | $8,070+59.7% | $4,296+200.1% |
| Admin fee / account holder | $9,908 | $7,941+24.8% | $12,998-23.8% | $6,918+43.2% |