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 | $280,707 | $99,020+183.5% | $86,590+224.2% | $147,584+90.2% |
| Participation rate | 87.5% | 76.3%+11.2pp | 73.5%+14.0pp | 82.8%+4.7pp |
| Annual return | 13.60% | 1312.34%-1298.7pp | 964.84%-951.2pp | 578.55%-564.9pp |
| Employer contribution / active EE | $1,387 | $3,132-55.7% | $2,839-51.2% | $4,876-71.6% |
| Participant deferral / active EE | $6,931 | $3,972+74.5% | $3,609+92.1% | $5,439+27.4% |
| Admin fee / account holder | $12,237 | $5,710+114.3% | $4,906+149.4% | $10,885+12.4% |