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 6-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 | $294,090 | $96,635+204.3% | $86,612+239.5% | $139,434+110.9% |
| Participation rate | 70.0% | 74.4%-4.4pp | 71.7%-1.7pp | 80.3%-10.3pp |
| Annual return | 16.20% | 106.41%-90.2pp | 591.07%-574.9pp | 372.94%-356.7pp |
| Employer contribution / active EE | $1,558 | $3,263-52.3% | $3,022-48.5% | $4,751-67.2% |
| Participant deferral / active EE | $19,500 | $4,836+303.2% | $4,438+339.4% | $6,710+190.6% |
| Admin fee / account holder | $2,912 | $6,408-54.6% | $5,614-48.1% | $11,403-74.5% |