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 | $344,906 | $65,409+427.3% | $98,442+250.4% | $85,850+301.8% |
| Participation rate | 92.9% | 65.0%+27.9pp | 73.3%+19.5pp | 69.3%+23.5pp |
| Annual return | 13.50% | 21.76%-8.3pp | 1492.73%-1479.2pp | 318.53%-305.0pp |
| Employer contribution / active EE | $14,791 | $2,168+582.4% | $2,960+399.7% | $2,565+476.6% |
| Participant deferral / active EE | $15,096 | $3,166+376.8% | $4,276+253.0% | $3,952+282.0% |
| Admin fee / account holder | $58,018 | $4,593+1163.3% | $5,949+875.2% | $6,260+826.8% |