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 | $362,744 | $158,398+129.0% | $126,539+186.7% | $142,382+154.8% |
| Participation rate | 85.7% | 75.8%+9.9pp | 69.8%+15.9pp | 80.1%+5.6pp |
| Annual return | 13.31% | 593.76%-580.4pp | 425.95%-412.6pp | 217.08%-203.8pp |
| Employer contribution / active EE | $6,184 | $4,650+33.0% | $3,674+68.3% | $4,299+43.8% |
| Participant deferral / active EE | $17,586 | $4,767+268.9% | $4,083+330.8% | $6,507+170.3% |
| Admin fee / account holder | $115,054 | $6,918+1563.1% | $6,065+1797.1% | $12,624+811.4% |