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 | $279,295 | $96,635+189.0% | $86,612+222.5% | $139,434+100.3% |
| Participation rate | 86.4% | 74.4%+12.0pp | 71.7%+14.7pp | 80.3%+6.0pp |
| Annual return | 15.67% | 106.41%-90.7pp | 591.07%-575.4pp | 372.94%-357.3pp |
| Employer contribution / active EE | $12,883 | $3,263+294.8% | $3,022+326.2% | $4,751+171.2% |
| Participant deferral / active EE | $7,193 | $4,836+48.7% | $4,438+62.1% | $6,710+7.2% |
| Admin fee / account holder | $48,427 | $6,408+655.7% | $5,614+762.6% | $11,403+324.7% |