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 | $254,558 | $102,317+148.8% | $146,958+73.2% | $80,856+214.8% |
| Participation rate | 97.1% | 75.8%+21.2pp | 82.2%+14.9pp | 67.6%+29.4pp |
| Annual return | 12.66% | 134.76%-122.1pp | 418.34%-405.7pp | 35.59%-22.9pp |
| Employer contribution / active EE | $11,955 | $3,713+222.0% | $4,933+142.4% | $2,755+334.0% |
| Participant deferral / active EE | $11,613 | $6,644+74.8% | $8,070+43.9% | $4,296+170.3% |
| Admin fee / account holder | $11,113 | $7,941+39.9% | $12,998-14.5% | $6,918+60.6% |