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 | $332,024 | $102,317+224.5% | $146,958+125.9% | $80,856+310.6% |
| Participation rate | 97.7% | 75.8%+21.9pp | 82.2%+15.6pp | 67.6%+30.1pp |
| Annual return | 23.90% | 134.76%-110.9pp | 418.34%-394.4pp | 35.59%-11.7pp |
| Employer contribution / active EE | $10,568 | $3,713+184.6% | $4,933+114.2% | $2,755+283.6% |
| Participant deferral / active EE | $9,887 | $6,644+48.8% | $8,070+22.5% | $4,296+130.2% |
| Admin fee / account holder | $5,226 | $7,941-34.2% | $12,998-59.8% | $6,918-24.5% |