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 | $355,817 | $102,317+247.8% | $146,958+142.1% | $80,856+340.1% |
| Participation rate | 85.2% | 75.8%+9.4pp | 82.2%+3.0pp | 67.6%+17.5pp |
| Annual return | 18.39% | 134.76%-116.4pp | 418.34%-399.9pp | 35.59%-17.2pp |
| Employer contribution / active EE | $6,296 | $3,713+69.6% | $4,933+27.6% | $2,755+128.5% |
| Participant deferral / active EE | $11,443 | $6,644+72.2% | $8,070+41.8% | $4,296+166.4% |
| Admin fee / account holder | $15,038 | $7,941+89.4% | $12,998+15.7% | $6,918+117.4% |