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 | $283,345 | $105,126+169.5% | $94,646+199.4% | $139,434+103.2% |
| Participation rate | 88.9% | 82.4%+6.5pp | 80.8%+8.1pp | 80.3%+8.6pp |
| Annual return | 13.89% | 38.03%-24.1pp | 156.71%-142.8pp | 372.94%-359.1pp |
| Employer contribution / active EE | $7,644 | $4,106+86.2% | $3,672+108.2% | $4,751+60.9% |
| Participant deferral / active EE | $19,489 | $7,599+156.5% | $7,418+162.7% | $6,710+190.4% |
| Admin fee / account holder | $42,485 | $8,984+372.9% | $7,231+487.6% | $11,403+272.6% |