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 | $287,288 | $92,703+209.9% | $82,719+247.3% | $134,475+113.6% |
| Participation rate | 84.2% | 75.2%+9.0pp | 72.6%+11.7pp | 81.2%+3.0pp |
| Annual return | 16.59% | 944.92%-928.3pp | 701.18%-684.6pp | 417.96%-401.4pp |
| Employer contribution / active EE | $6,316 | $3,274+92.9% | $3,009+109.9% | $4,740+33.3% |
| Participant deferral / active EE | $0 | $4,802-100.0% | $4,395-100.0% | $6,400-100.0% |
| Admin fee / account holder | $6,960 | $5,983+16.3% | $5,329+30.6% | $11,426-39.1% |