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 | $337,144 | $85,766+293.1% | $136,294+147.4% | $70,131+380.7% |
| Participation rate | 97.0% | 74.2%+22.8pp | 81.9%+15.0pp | 69.5%+27.4pp |
| Annual return | 21.30% | 31.45%-10.2pp | 5155.94%-5134.6pp | 73.14%-51.8pp |
| Employer contribution / active EE | $4,549 | $2,966+53.4% | $4,695-3.1% | $2,342+94.2% |
| Participant deferral / active EE | $11,626 | $5,051+130.2% | $6,247+86.1% | $3,332+248.9% |
| Admin fee / account holder | $1,068 | $5,420-80.3% | $9,243-88.4% | $4,645-77.0% |