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 | $361,020 | $124,185+190.7% | $108,410+233.0% | $167,490+115.5% |
| Participation rate | 91.7% | 82.3%+9.4pp | 80.1%+11.5pp | 82.1%+9.6pp |
| Annual return | 12.51% | 1379.64%-1367.1pp | 905.27%-892.8pp | 478.56%-466.0pp |
| Employer contribution / active EE | $1,356 | $4,187-67.6% | $3,558-61.9% | $4,837-72.0% |
| Participant deferral / active EE | $8,641 | $6,908+25.1% | $6,563+31.7% | $6,341+36.3% |
| Admin fee / account holder | $33,047 | $9,455+249.5% | $7,295+353.0% | $12,309+168.5% |