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 | $292,994 | $102,317+186.4% | $146,958+99.4% | $80,856+262.4% |
| Participation rate | 97.6% | 75.8%+21.8pp | 82.2%+15.5pp | 67.6%+30.0pp |
| Annual return | 13.52% | 134.76%-121.2pp | 418.34%-404.8pp | 35.59%-22.1pp |
| Employer contribution / active EE | $9,383 | $3,713+152.7% | $4,933+90.2% | $2,755+240.6% |
| Participant deferral / active EE | $8,635 | $6,644+30.0% | $8,070+7.0% | $4,296+101.0% |
| Admin fee / account holder | $6,106 | $7,941-23.1% | $12,998-53.0% | $6,918-11.7% |