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 | $400,128 | $100,852+296.7% | $90,404+342.6% | $158,922+151.8% |
| Participation rate | 86.7% | 75.0%+11.6pp | 72.7%+14.0pp | 82.0%+4.7pp |
| Annual return | 13.11% | 1724.20%-1711.1pp | 1293.02%-1279.9pp | 302.83%-289.7pp |
| Employer contribution / active EE | $8,786 | $3,689+138.2% | $3,262+169.4% | $4,761+84.5% |
| Participant deferral / active EE | $11,367 | $4,348+161.4% | $3,963+186.8% | $5,982+90.0% |
| Admin fee / account holder | $3,315 | $6,501-49.0% | $5,611-40.9% | $11,246-70.5% |