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 | $335,530 | $55,415+505.5% | $155,509+115.8% | $74,495+350.4% |
| Participation rate | 98.1% | 61.9%+36.2pp | 78.2%+20.0pp | 67.2%+30.9pp |
| Annual return | 19.25% | 268.50%-249.2pp | 64.67%-45.4pp | 1364.94%-1345.7pp |
| Employer contribution / active EE | $10,211 | $2,267+350.4% | $4,672+118.5% | $2,623+289.3% |
| Participant deferral / active EE | $0 | $2,836-100.0% | $5,626-100.0% | $4,346-100.0% |
| Admin fee / account holder | $9,914 | $1,738+470.3% | $15,912-37.7% | $1,942+410.6% |