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 | $268,990 | $102,317+162.9% | $146,958+83.0% | $80,856+232.7% |
| Participation rate | 96.2% | 75.8%+20.3pp | 82.2%+14.0pp | 67.6%+28.5pp |
| Annual return | 18.29% | 134.76%-116.5pp | 418.34%-400.0pp | 35.59%-17.3pp |
| Employer contribution / active EE | $4,162 | $3,713+12.1% | $4,933-15.6% | $2,755+51.1% |
| Participant deferral / active EE | $10,659 | $6,644+60.4% | $8,070+32.1% | $4,296+148.1% |
| Admin fee / account holder | $815 | $7,941-89.7% | $12,998-93.7% | $6,918-88.2% |