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 | $256,557 | $102,317+150.7% | $146,958+74.6% | $80,856+217.3% |
| Participation rate | 79.7% | 75.8%+3.9pp | 82.2%-2.4pp | 67.6%+12.1pp |
| Annual return | 14.31% | 134.76%-120.5pp | 418.34%-404.0pp | 35.59%-21.3pp |
| Employer contribution / active EE | $12,611 | $3,713+239.6% | $4,933+155.6% | $2,755+357.8% |
| Participant deferral / active EE | $13,040 | $6,644+96.3% | $8,070+61.6% | $4,296+203.5% |
| Admin fee / account holder | $22,007 | $7,941+177.1% | $12,998+69.3% | $6,918+218.1% |