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 | $348,270 | $72,400+381.0% | $67,502+415.9% | $145,922+138.7% |
| Participation rate | 84.6% | 76.9%+7.8pp | 72.9%+11.7pp | 80.3%+4.3pp |
| Annual return | 12.36% | 7182.46%-7170.1pp | 3512.12%-3499.8pp | 561.29%-548.9pp |
| Employer contribution / active EE | $0 | $3,069-100.0% | $2,731-100.0% | $4,660-100.0% |
| Participant deferral / active EE | $8,621 | $4,783+80.2% | $4,000+115.5% | $6,688+28.9% |
| Admin fee / account holder | $12,844 | $5,539+131.9% | $3,998+221.3% | $13,397-4.1% |