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 | $251,382 | $102,317+145.7% | $146,958+71.1% | $80,856+210.9% |
| Participation rate | 97.7% | 75.8%+21.9pp | 82.2%+15.6pp | 67.6%+30.1pp |
| Annual return | 13.85% | 134.76%-120.9pp | 418.34%-404.5pp | 35.59%-21.7pp |
| Employer contribution / active EE | $12,298 | $3,713+231.2% | $4,933+149.3% | $2,755+346.4% |
| Participant deferral / active EE | $8,828 | $6,644+32.9% | $8,070+9.4% | $4,296+105.5% |
| Admin fee / account holder | $39,974 | $7,941+403.4% | $12,998+207.5% | $6,918+477.8% |