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 | $281,848 | $63,346+344.9% | $92,233+205.6% | $70,131+301.9% |
| Participation rate | 95.3% | 68.7%+26.7pp | 76.5%+18.9pp | 69.5%+25.8pp |
| Annual return | 14.77% | 530.12%-515.3pp | 176.28%-161.5pp | 73.14%-58.4pp |
| Employer contribution / active EE | $6,253 | $2,471+153.1% | $3,679+70.0% | $2,342+167.0% |
| Participant deferral / active EE | $8,229 | $2,854+188.3% | $3,897+111.2% | $3,332+147.0% |
| Admin fee / account holder | $27,714 | $3,840+621.7% | $5,194+433.6% | $4,645+496.6% |