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 | $319,311 | $100,041+219.2% | $149,718+113.3% | $70,131+355.3% |
| Participation rate | 96.6% | 83.6%+13.0pp | 87.1%+9.5pp | 69.5%+27.0pp |
| Annual return | 17.11% | 27.43%-10.3pp | 1501.63%-1484.5pp | 73.14%-56.0pp |
| Employer contribution / active EE | $4,719 | $3,662+28.9% | $5,445-13.3% | $2,342+101.4% |
| Participant deferral / active EE | $10,213 | $4,983+105.0% | $6,569+55.5% | $3,332+206.5% |
| Admin fee / account holder | $31,362 | $8,286+278.5% | $11,283+178.0% | $4,645+575.1% |