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 | $303,796 | $105,181+188.8% | $159,436+90.5% | $85,850+253.9% |
| Participation rate | 84.8% | 75.8%+9.0pp | 82.8%+2.0pp | 69.3%+15.5pp |
| Annual return | 16.06% | 45.07%-29.0pp | 263.57%-247.5pp | 318.53%-302.5pp |
| Employer contribution / active EE | $8,370 | $3,318+152.2% | $4,829+73.3% | $2,565+226.3% |
| Participant deferral / active EE | $9,439 | $5,945+58.8% | $7,352+28.4% | $3,952+138.9% |
| Admin fee / account holder | $27,963 | $6,933+303.3% | $10,799+159.0% | $6,260+346.7% |