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 | $277,581 | $65,561+323.4% | $86,188+222.1% | $75,163+269.3% |
| Participation rate | 76.7% | 60.5%+16.2pp | 69.0%+7.7pp | 67.2%+9.5pp |
| Annual return | 20.44% | 46.05%-25.6pp | 1168.45%-1148.0pp | 160.62%-140.2pp |
| Employer contribution / active EE | $2,900 | $1,553+86.8% | $2,380+21.9% | $2,670+8.6% |
| Participant deferral / active EE | $8,074 | $3,024+167.0% | $3,985+102.6% | $4,125+95.7% |
| Admin fee / account holder | $16,854 | $5,474+207.9% | $6,852+146.0% | $5,651+198.2% |