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 | $276,495 | $74,888+269.2% | $71,209+288.3% | $142,382+94.2% |
| Participation rate | 78.6% | 76.2%+2.3pp | 73.8%+4.8pp | 80.1%-1.5pp |
| Annual return | 13.51% | 345.14%-331.6pp | 282.51%-269.0pp | 217.08%-203.6pp |
| Employer contribution / active EE | $13,806 | $2,854+383.7% | $2,721+407.4% | $4,299+221.1% |
| Participant deferral / active EE | $13,806 | $4,454+209.9% | $4,175+230.7% | $6,507+112.2% |
| Admin fee / account holder | $35,183 | $5,568+531.8% | $5,349+557.8% | $12,624+178.7% |