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 | $325,830 | $102,317+218.5% | $146,958+121.7% | $80,856+303.0% |
| Participation rate | 89.7% | 75.8%+13.8pp | 82.2%+7.5pp | 67.6%+22.0pp |
| Annual return | 13.84% | 134.76%-120.9pp | 418.34%-404.5pp | 35.59%-21.8pp |
| Employer contribution / active EE | $6,567 | $3,713+76.9% | $4,933+33.1% | $2,755+138.4% |
| Participant deferral / active EE | $17,227 | $6,644+159.3% | $8,070+113.5% | $4,296+301.0% |
| Admin fee / account holder | $3,117 | $7,941-60.7% | $12,998-76.0% | $6,918-54.9% |