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 | $440,061 | $100,773+336.7% | $88,946+394.8% | $142,382+209.1% |
| Participation rate | 75.0% | 74.3%+0.7pp | 68.8%+6.2pp | 80.1%-5.1pp |
| Annual return | 13.28% | 70.18%-56.9pp | 57.82%-44.5pp | 217.08%-203.8pp |
| Employer contribution / active EE | $1,309 | $2,918-55.1% | $2,555-48.8% | $4,299-69.6% |
| Participant deferral / active EE | $10,841 | $5,230+107.3% | $4,581+136.6% | $6,507+66.6% |
| Admin fee / account holder | $129,498 | $9,693+1236.0% | $8,261+1467.6% | $12,624+925.8% |