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 | $301,947 | $105,181+187.1% | $159,436+89.4% | $85,850+251.7% |
| Participation rate | 87.2% | 75.8%+11.5pp | 82.8%+4.4pp | 69.3%+17.9pp |
| Annual return | 17.43% | 45.07%-27.6pp | 263.57%-246.1pp | 318.53%-301.1pp |
| Employer contribution / active EE | $4,136 | $3,318+24.6% | $4,829-14.4% | $2,565+61.2% |
| Participant deferral / active EE | $7,881 | $5,945+32.6% | $7,352+7.2% | $3,952+99.4% |
| Admin fee / account holder | $3,066 | $6,933-55.8% | $10,799-71.6% | $6,260-51.0% |