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 | $451,620 | $114,381+294.8% | $107,525+320.0% | $142,382+217.2% |
| Participation rate | 87.0% | 78.1%+8.8pp | 75.1%+11.9pp | 80.1%+6.8pp |
| Annual return | 14.24% | 242.71%-228.5pp | 181.32%-167.1pp | 217.08%-202.8pp |
| Employer contribution / active EE | $22,792 | $4,015+467.7% | $3,754+507.2% | $4,299+430.1% |
| Participant deferral / active EE | $5,568 | $5,564+0.1% | $5,116+8.8% | $6,507-14.4% |
| Admin fee / account holder | $66,359 | $9,860+573.0% | $8,919+644.0% | $12,624+425.7% |