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 | $405,263 | $158,398+155.9% | $126,539+220.3% | $142,382+184.6% |
| Participation rate | 81.8% | 75.8%+6.0pp | 69.8%+12.0pp | 80.1%+1.7pp |
| Annual return | 12.89% | 593.76%-580.9pp | 425.95%-413.1pp | 217.08%-204.2pp |
| Employer contribution / active EE | $1,647 | $4,650-64.6% | $3,674-55.2% | $4,299-61.7% |
| Participant deferral / active EE | $15,865 | $4,767+232.8% | $4,083+288.6% | $6,507+143.8% |
| Admin fee / account holder | $164,917 | $6,918+2283.9% | $6,065+2619.4% | $12,624+1206.4% |