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 5-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 | $386,062 | $53,516+621.4% | $126,539+205.1% | $84,808+355.2% |
| Participation rate | 74.1% | 58.2%+15.8pp | 69.8%+4.3pp | 68.3%+5.8pp |
| Annual return | 13.43% | 58.34%-44.9pp | 425.95%-412.5pp | 40.90%-27.5pp |
| Employer contribution / active EE | $8,856 | $1,535+477.0% | $3,674+141.0% | $2,631+236.6% |
| Participant deferral / active EE | $15,185 | $2,671+468.6% | $4,083+271.9% | $4,212+260.5% |
| Admin fee / account holder | $8,050 | $4,497+79.0% | $6,065+32.7% | $7,344+9.6% |