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 | $298,047 | $70,606+322.1% | $53,898+453.0% | $142,382+109.3% |
| Participation rate | 88.9% | 63.7%+25.2pp | 55.0%+33.9pp | 80.1%+8.8pp |
| Annual return | 15.09% | 619.81%-604.7pp | 528.60%-513.5pp | 217.08%-202.0pp |
| Employer contribution / active EE | $18,347 | $1,202+1426.2% | $932+1868.4% | $4,299+326.8% |
| Participant deferral / active EE | $20,305 | $2,364+758.9% | $1,826+1011.8% | $6,507+212.0% |
| Admin fee / account holder | $1,297 | $2,852-54.5% | $2,491-47.9% | $12,624-89.7% |