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 | $289,102 | $107,334+169.3% | $92,893+211.2% | $152,861+89.1% |
| Participation rate | 95.2% | 79.8%+15.5pp | 76.0%+19.2pp | 82.4%+12.8pp |
| Annual return | 20.01% | 145.58%-125.6pp | 109.41%-89.4pp | 345.32%-325.3pp |
| Employer contribution / active EE | $11,841 | $4,221+180.5% | $3,653+224.2% | $4,762+148.6% |
| Participant deferral / active EE | $9,849 | $4,845+103.3% | $4,236+132.5% | $5,850+68.3% |
| Admin fee / account holder | $924 | $7,079-86.9% | $5,794-84.1% | $11,596-92.0% |