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 | $347,968 | $76,738+353.4% | $56,411+516.8% | $145,922+138.5% |
| Participation rate | 88.9% | 63.2%+25.7pp | 52.5%+36.4pp | 80.3%+8.6pp |
| Annual return | 21.12% | 2994.23%-2973.1pp | 1701.33%-1680.2pp | 561.29%-540.2pp |
| Employer contribution / active EE | $5,997 | $1,380+334.6% | $1,039+477.3% | $4,660+28.7% |
| Participant deferral / active EE | $17,338 | $2,623+561.1% | $1,952+788.3% | $6,688+159.3% |
| Admin fee / account holder | $38,929 | $3,334+1067.7% | $2,829+1276.2% | $13,397+190.6% |