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 7-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 | $276,586 | $74,888+269.3% | $71,209+288.4% | $142,382+94.3% |
| Participation rate | 78.6% | 76.2%+2.3pp | 73.8%+4.8pp | 80.1%-1.5pp |
| Annual return | 15.12% | 345.14%-330.0pp | 282.51%-267.4pp | 217.08%-202.0pp |
| Employer contribution / active EE | $1,726 | $2,854-39.5% | $2,721-36.6% | $4,299-59.9% |
| Participant deferral / active EE | $6,784 | $4,454+52.3% | $4,175+62.5% | $6,507+4.2% |
| Admin fee / account holder | $50,340 | $5,568+804.0% | $5,349+841.1% | $12,624+298.8% |