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 | $270,443 | $158,398+70.7% | $126,539+113.7% | $142,382+89.9% |
| Participation rate | 92.3% | 75.8%+16.5pp | 69.8%+22.5pp | 80.1%+12.2pp |
| Annual return | 22.37% | 593.76%-571.4pp | 425.95%-403.6pp | 217.08%-194.7pp |
| Employer contribution / active EE | $6,632 | $4,650+42.6% | $3,674+80.5% | $4,299+54.3% |
| Participant deferral / active EE | $10,399 | $4,767+118.2% | $4,083+154.7% | $6,507+59.8% |
| Admin fee / account holder | $1,947 | $6,918-71.9% | $6,065-67.9% | $12,624-84.6% |