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 | $431,897 | $102,317+322.1% | $146,958+193.9% | $80,856+434.2% |
| Participation rate | 76.5% | 75.8%+0.6pp | 82.2%-5.7pp | 67.6%+8.8pp |
| Annual return | 18.86% | 134.76%-115.9pp | 418.34%-399.5pp | 35.59%-16.7pp |
| Employer contribution / active EE | $3,897 | $3,713+4.9% | $4,933-21.0% | $2,755+41.5% |
| Participant deferral / active EE | $13,547 | $6,644+103.9% | $8,070+67.9% | $4,296+215.4% |
| Admin fee / account holder | $21,399 | $7,941+169.5% | $12,998+64.6% | $6,918+209.3% |