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 | $324,873 | $85,766+278.8% | $136,294+138.4% | $70,131+363.2% |
| Participation rate | 88.0% | 74.2%+13.8pp | 81.9%+6.1pp | 69.5%+18.5pp |
| Annual return | 101.29% | 31.45%+69.8pp | 5155.94%-5054.6pp | 73.14%+28.2pp |
| Employer contribution / active EE | $21,286 | $2,966+617.6% | $4,695+353.3% | $2,342+808.7% |
| Participant deferral / active EE | $3,018 | $5,051-40.3% | $6,247-51.7% | $3,332-9.4% |
| Admin fee / account holder | $135,500 | $5,420+2399.8% | $9,243+1365.9% | $4,645+2816.9% |