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 | $258,136 | $102,317+152.3% | $146,958+75.7% | $80,856+219.3% |
| Participation rate | 95.2% | 75.8%+19.4pp | 82.2%+13.1pp | 67.6%+27.6pp |
| Annual return | 14.90% | 134.76%-119.9pp | 418.34%-403.4pp | 35.59%-20.7pp |
| Employer contribution / active EE | $3,803 | $3,713+2.4% | $4,933-22.9% | $2,755+38.1% |
| Participant deferral / active EE | $9,981 | $6,644+50.2% | $8,070+23.7% | $4,296+132.4% |
| Admin fee / account holder | $20,634 | $7,941+159.8% | $12,998+58.7% | $6,918+198.3% |