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 | $291,292 | $100,773+189.1% | $88,946+227.5% | $142,382+104.6% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.8%+31.2pp | 80.1%+19.9pp |
| Annual return | 12.12% | 70.18%-58.1pp | 57.82%-45.7pp | 217.08%-205.0pp |
| Employer contribution / active EE | $14,088 | $2,918+382.8% | $2,555+451.4% | $4,299+227.7% |
| Participant deferral / active EE | $13,220 | $5,230+152.8% | $4,581+188.6% | $6,507+103.2% |
| Admin fee / account holder | $1,015 | $9,693-89.5% | $8,261-87.7% | $12,624-92.0% |