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 | $280,636 | $102,317+174.3% | $146,958+91.0% | $80,856+247.1% |
| Participation rate | 97.0% | 75.8%+21.1pp | 82.2%+14.8pp | 67.6%+29.3pp |
| Annual return | 15.93% | 134.76%-118.8pp | 418.34%-402.4pp | 35.59%-19.7pp |
| Employer contribution / active EE | $7,133 | $3,713+92.1% | $4,933+44.6% | $2,755+158.9% |
| Participant deferral / active EE | $8,989 | $6,644+35.3% | $8,070+11.4% | $4,296+109.3% |
| Admin fee / account holder | $5,990 | $7,941-24.6% | $12,998-53.9% | $6,918-13.4% |