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 | $289,075 | $91,538+215.8% | $129,995+122.4% | $75,163+284.6% |
| Participation rate | 94.6% | 71.4%+23.2pp | 78.5%+16.2pp | 67.2%+27.5pp |
| Annual return | 17.94% | -631.11%+649.1pp | -137.18%+155.1pp | 160.62%-142.7pp |
| Employer contribution / active EE | $12,315 | $2,845+332.8% | $4,320+185.1% | $2,670+361.3% |
| Participant deferral / active EE | $5,506 | $4,341+26.8% | $5,820-5.4% | $4,125+33.5% |
| Admin fee / account holder | $40,166 | $6,790+491.5% | $10,614+278.4% | $5,651+610.8% |