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 | $311,078 | $111,724+178.4% | $93,606+232.3% | $145,922+113.2% |
| Participation rate | 87.5% | 74.2%+13.3pp | 68.7%+18.8pp | 80.3%+7.2pp |
| Annual return | 10.27% | 202.98%-192.7pp | 133.20%-122.9pp | 561.29%-551.0pp |
| Employer contribution / active EE | $3,391 | $3,090+9.7% | $2,420+40.1% | $4,660-27.2% |
| Participant deferral / active EE | $10,421 | $4,912+112.2% | $4,411+136.2% | $6,688+55.8% |
| Admin fee / account holder | $94,959 | $10,250+826.5% | $8,285+1046.1% | $13,397+608.8% |