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 | $298,589 | $111,724+167.3% | $93,606+219.0% | $145,922+104.6% |
| Participation rate | 80.0% | 74.2%+5.8pp | 68.7%+11.3pp | 80.3%-0.3pp |
| Annual return | 17.38% | 202.98%-185.6pp | 133.20%-115.8pp | 561.29%-543.9pp |
| Employer contribution / active EE | $10,000 | $3,090+223.7% | $2,420+313.3% | $4,660+114.6% |
| Participant deferral / active EE | $7,118 | $4,912+44.9% | $4,411+61.4% | $6,688+6.4% |
| Admin fee / account holder | $7,191 | $10,250-29.8% | $8,285-13.2% | $13,397-46.3% |