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 | $330,952 | $101,317+226.7% | $146,958+125.2% | $74,495+344.3% |
| Participation rate | 79.5% | 75.5%+4.0pp | 82.2%-2.7pp | 67.2%+12.3pp |
| Annual return | 16.95% | 8730.91%-8714.0pp | 418.34%-401.4pp | 1364.94%-1348.0pp |
| Employer contribution / active EE | $5,779 | $3,810+51.7% | $4,933+17.1% | $2,623+120.3% |
| Participant deferral / active EE | $12,219 | $7,303+67.3% | $8,070+51.4% | $4,346+181.2% |
| Admin fee / account holder | $9,933 | $1,739+471.2% | $12,998-23.6% | $1,942+411.5% |