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 | $352,232 | $70,606+398.9% | $53,898+553.5% | $142,382+147.4% |
| Participation rate | 93.8% | 63.7%+30.0pp | 55.0%+38.8pp | 80.1%+13.6pp |
| Annual return | 18.53% | 619.81%-601.3pp | 528.60%-510.1pp | 217.08%-198.5pp |
| Employer contribution / active EE | $2,643 | $1,202+119.8% | $932+183.5% | $4,299-38.5% |
| Participant deferral / active EE | $7,575 | $2,364+220.4% | $1,826+314.8% | $6,507+16.4% |
| Admin fee / account holder | $1,207 | $2,852-57.7% | $2,491-51.6% | $12,624-90.4% |