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 | $299,610 | $96,635+210.0% | $86,612+245.9% | $139,434+114.9% |
| Participation rate | 87.0% | 74.4%+12.6pp | 71.7%+15.3pp | 80.3%+6.6pp |
| Annual return | 12.58% | 106.41%-93.8pp | 591.07%-578.5pp | 372.94%-360.4pp |
| Employer contribution / active EE | $3,042 | $3,263-6.8% | $3,022+0.6% | $4,751-36.0% |
| Participant deferral / active EE | $6,404 | $4,836+32.4% | $4,438+44.3% | $6,710-4.6% |
| Admin fee / account holder | $10,860 | $6,408+69.5% | $5,614+93.4% | $11,403-4.8% |