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 | $261,258 | $88,751+194.4% | $81,812+219.3% | $145,922+79.0% |
| Participation rate | 84.2% | 75.0%+9.2pp | 72.3%+11.9pp | 80.3%+3.9pp |
| Annual return | 13.31% | 1025.40%-1012.1pp | 773.79%-760.5pp | 561.29%-548.0pp |
| Employer contribution / active EE | $8,496 | $3,083+175.5% | $2,912+191.7% | $4,660+82.3% |
| Participant deferral / active EE | $4,139 | $4,643-10.9% | $4,319-4.2% | $6,688-38.1% |
| Admin fee / account holder | $4,236 | $8,415-49.7% | $7,386-42.6% | $13,397-68.4% |