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 | $330,467 | $102,317+223.0% | $146,958+124.9% | $80,856+308.7% |
| Participation rate | 97.8% | 75.8%+21.9pp | 82.2%+15.6pp | 67.6%+30.1pp |
| Annual return | 26.55% | 134.76%-108.2pp | 418.34%-391.8pp | 35.59%-9.0pp |
| Employer contribution / active EE | $7,674 | $3,713+106.7% | $4,933+55.6% | $2,755+178.6% |
| Participant deferral / active EE | $11,807 | $6,644+77.7% | $8,070+46.3% | $4,296+174.9% |
| Admin fee / account holder | $6,359 | $7,941-19.9% | $12,998-51.1% | $6,918-8.1% |