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 | $308,044 | $137,414+124.2% | $189,513+62.5% | $85,850+258.8% |
| Participation rate | 85.7% | 84.6%+1.1pp | 87.8%-2.1pp | 69.3%+16.4pp |
| Annual return | 14.87% | 38.14%-23.3pp | 555.15%-540.3pp | 318.53%-303.7pp |
| Employer contribution / active EE | $2,875 | $4,344-33.8% | $6,162-53.3% | $2,565+12.1% |
| Participant deferral / active EE | $6,426 | $6,260+2.7% | $8,221-21.8% | $3,952+62.6% |
| Admin fee / account holder | $12,940 | $8,630+49.9% | $12,045+7.4% | $6,260+106.7% |