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 | $300,005 | $114,047+163.1% | $96,139+212.1% | $167,490+79.1% |
| Participation rate | 95.8% | 75.1%+20.8pp | 68.4%+27.4pp | 82.1%+13.7pp |
| Annual return | 12.97% | 189.88%-176.9pp | 191.94%-179.0pp | 478.56%-465.6pp |
| Employer contribution / active EE | $7,054 | $3,427+105.8% | $2,797+152.2% | $4,837+45.8% |
| Participant deferral / active EE | $5,629 | $5,194+8.4% | $4,349+29.4% | $6,341-11.2% |
| Admin fee / account holder | $53,613 | $6,897+677.4% | $5,537+868.3% | $12,309+335.6% |