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 | $342,752 | $60,124+470.1% | $90,404+279.1% | $79,858+329.2% |
| Participation rate | 89.4% | 65.0%+24.4pp | 72.7%+16.7pp | 69.6%+19.8pp |
| Annual return | 19.63% | 71.94%-52.3pp | 1293.02%-1273.4pp | 31.71%-12.1pp |
| Employer contribution / active EE | $10,512 | $2,068+408.4% | $3,262+222.2% | $2,471+325.4% |
| Participant deferral / active EE | $10,246 | $2,938+248.7% | $3,963+158.5% | $3,740+173.9% |
| Admin fee / account holder | $5,480 | $3,976+37.8% | $5,611-2.3% | $5,306+3.3% |