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 | $283,968 | $102,317+177.5% | $146,958+93.2% | $80,856+251.2% |
| Participation rate | 91.3% | 75.8%+15.5pp | 82.2%+9.1pp | 67.6%+23.7pp |
| Annual return | 15.30% | 134.76%-119.5pp | 418.34%-403.0pp | 35.59%-20.3pp |
| Employer contribution / active EE | $10,065 | $3,713+171.1% | $4,933+104.0% | $2,755+265.4% |
| Participant deferral / active EE | $8,121 | $6,644+22.2% | $8,070+0.6% | $4,296+89.0% |
| Admin fee / account holder | $4,392 | $7,941-44.7% | $12,998-66.2% | $6,918-36.5% |