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 | $344,637 | $102,317+236.8% | $146,958+134.5% | $80,856+326.2% |
| Participation rate | 80.6% | 75.8%+4.7pp | 82.2%-1.6pp | 67.6%+12.9pp |
| Annual return | 125.00% | 134.76%-9.8pp | 418.34%-293.3pp | 35.59%+89.4pp |
| Employer contribution / active EE | $0 | $3,713-100.0% | $4,933-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $13,996 | $6,644+110.7% | $8,070+73.4% | $4,296+225.8% |
| Admin fee / account holder | $91,229 | $7,941+1048.8% | $12,998+601.9% | $6,918+1218.7% |