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 9-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 | $253,926 | $118,680+114.0% | $98,907+156.7% | $158,922+59.8% |
| Participation rate | 90.0% | 77.8%+12.2pp | 76.0%+14.0pp | 82.0%+8.0pp |
| Annual return | 21.83% | 372.35%-350.5pp | 196.43%-174.6pp | 302.83%-281.0pp |
| Employer contribution / active EE | $15,652 | $3,333+369.6% | $2,689+482.1% | $4,761+228.8% |
| Participant deferral / active EE | $6,898 | $5,088+35.6% | $4,244+62.5% | $5,982+15.3% |
| Admin fee / account holder | $1,712 | $10,131-83.1% | $6,642-74.2% | $11,246-84.8% |