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 | $250,545 | $83,902+198.6% | $167,512+49.6% | $84,808+195.4% |
| Participation rate | 97.1% | 66.5%+30.7pp | 77.1%+20.1pp | 68.3%+28.8pp |
| Annual return | 14.25% | 91.55%-77.3pp | 1615.79%-1601.5pp | 40.90%-26.6pp |
| Employer contribution / active EE | $8,710 | $2,264+284.7% | $3,882+124.4% | $2,631+231.0% |
| Participant deferral / active EE | $15,081 | $4,442+239.5% | $6,405+135.5% | $4,212+258.1% |
| Admin fee / account holder | $22,430 | $7,915+183.4% | $9,769+129.6% | $7,344+205.4% |