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 | $324,341 | $96,635+235.6% | $86,612+274.5% | $139,434+132.6% |
| Participation rate | 85.7% | 74.4%+11.3pp | 71.7%+14.0pp | 80.3%+5.4pp |
| Annual return | 12.22% | 106.41%-94.2pp | 591.07%-578.8pp | 372.94%-360.7pp |
| Employer contribution / active EE | $7,863 | $3,263+141.0% | $3,022+160.1% | $4,751+65.5% |
| Participant deferral / active EE | $16,287 | $4,836+236.8% | $4,438+267.0% | $6,710+142.7% |
| Admin fee / account holder | $794 | $6,408-87.6% | $5,614-85.9% | $11,403-93.0% |