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 | $347,232 | $112,881+207.6% | $90,951+281.8% | $158,922+118.5% |
| Participation rate | 75.0% | 74.7%+0.3pp | 69.0%+6.0pp | 82.0%-7.0pp |
| Annual return | 5.93% | 215.79%-209.9pp | 134.60%-128.7pp | 302.83%-296.9pp |
| Employer contribution / active EE | $5,000 | $2,893+72.8% | $2,122+135.6% | $4,761+5.0% |
| Participant deferral / active EE | $6,408 | $4,128+55.2% | $3,373+90.0% | $5,982+7.1% |
| Admin fee / account holder | $2,390 | $8,041-70.3% | $5,959-59.9% | $11,246-78.8% |