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 9-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 | $252,183 | $136,179+85.2% | $98,755+155.4% | $167,490+50.6% |
| Participation rate | 80.0% | 70.2%+9.8pp | 65.7%+14.3pp | 82.1%-2.1pp |
| Annual return | 14.36% | 67.53%-53.2pp | 49.91%-35.6pp | 478.56%-464.2pp |
| Employer contribution / active EE | $3,770 | $2,631+43.2% | $2,067+82.3% | $4,837-22.1% |
| Participant deferral / active EE | $14,430 | $3,716+288.4% | $3,035+375.5% | $6,341+127.6% |
| Admin fee / account holder | $123,664 | $5,031+2358.0% | $4,076+2933.9% | $12,309+904.7% |