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 | $266,010 | $102,317+160.0% | $146,958+81.0% | $80,856+229.0% |
| Participation rate | 90.7% | 75.8%+14.9pp | 82.2%+8.5pp | 67.6%+23.1pp |
| Annual return | 16.03% | 134.76%-118.7pp | 418.34%-402.3pp | 35.59%-19.6pp |
| Employer contribution / active EE | $4,417 | $3,713+19.0% | $4,933-10.5% | $2,755+60.3% |
| Participant deferral / active EE | $15,907 | $6,644+139.4% | $8,070+97.1% | $4,296+270.3% |
| Admin fee / account holder | $16,040 | $7,941+102.0% | $12,998+23.4% | $6,918+131.9% |