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 | $286,612 | $105,181+172.5% | $159,436+79.8% | $85,850+233.9% |
| Participation rate | 97.7% | 75.8%+21.9pp | 82.8%+14.9pp | 69.3%+28.4pp |
| Annual return | 13.20% | 45.07%-31.9pp | 263.57%-250.4pp | 318.53%-305.3pp |
| Employer contribution / active EE | $1,410 | $3,318-57.5% | $4,829-70.8% | $2,565-45.0% |
| Participant deferral / active EE | $11,405 | $5,945+91.8% | $7,352+55.1% | $3,952+188.6% |
| Admin fee / account holder | $30,114 | $6,933+334.3% | $10,799+178.9% | $6,260+381.1% |