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 | $349,788 | $83,902+316.9% | $167,512+108.8% | $84,808+312.4% |
| Participation rate | 95.1% | 66.5%+28.7pp | 77.1%+18.1pp | 68.3%+26.8pp |
| Annual return | 19.27% | 91.55%-72.3pp | 1615.79%-1596.5pp | 40.90%-21.6pp |
| Employer contribution / active EE | $10,452 | $2,264+361.7% | $3,882+169.3% | $2,631+297.3% |
| Participant deferral / active EE | $4,971 | $4,442+11.9% | $6,405-22.4% | $4,212+18.0% |
| Admin fee / account holder | $9,251 | $7,915+16.9% | $9,769-5.3% | $7,344+26.0% |