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 | $324,772 | $159,901+103.1% | $146,958+121.0% | $145,922+122.6% |
| Participation rate | 76.5% | 84.0%-7.5pp | 82.2%-5.7pp | 80.3%-3.8pp |
| Annual return | 15.19% | 98.13%-82.9pp | 418.34%-403.1pp | 561.29%-546.1pp |
| Employer contribution / active EE | $4,453 | $5,286-15.8% | $4,933-9.7% | $4,660-4.4% |
| Participant deferral / active EE | $10,498 | $8,428+24.6% | $8,070+30.1% | $6,688+57.0% |
| Admin fee / account holder | $29,580 | $15,044+96.6% | $12,998+127.6% | $13,397+120.8% |