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 | $274,522 | $68,346+301.7% | $94,646+190.1% | $75,163+265.2% |
| Participation rate | 90.9% | 76.1%+14.8pp | 80.8%+10.1pp | 67.2%+23.7pp |
| Annual return | 18.37% | 616.93%-598.6pp | 156.71%-138.3pp | 160.62%-142.2pp |
| Employer contribution / active EE | $8,267 | $2,701+206.1% | $3,672+125.1% | $2,670+209.7% |
| Participant deferral / active EE | $4,907 | $6,537-24.9% | $7,418-33.9% | $4,125+18.9% |
| Admin fee / account holder | $17,888 | $5,326+235.9% | $7,231+147.4% | $5,651+216.6% |