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 | $256,519 | $155,788+64.7% | $124,672+105.8% | $167,490+53.2% |
| Participation rate | 91.7% | 81.1%+10.6pp | 74.6%+17.1pp | 82.1%+9.6pp |
| Annual return | 15.16% | 17.97%-2.8pp | 5142.93%-5127.8pp | 478.56%-463.4pp |
| Employer contribution / active EE | $3,652 | $4,163-12.3% | $3,324+9.9% | $4,837-24.5% |
| Participant deferral / active EE | $8,241 | $5,673+45.3% | $4,614+78.6% | $6,341+30.0% |
| Admin fee / account holder | $62,765 | $9,531+558.6% | $7,493+737.7% | $12,309+409.9% |