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 | $314,999 | $85,766+267.3% | $136,294+131.1% | $70,131+349.2% |
| Participation rate | 83.9% | 74.2%+9.7pp | 81.9%+1.9pp | 69.5%+14.3pp |
| Annual return | 15.17% | 31.45%-16.3pp | 5155.94%-5140.8pp | 73.14%-58.0pp |
| Employer contribution / active EE | $0 | $2,966-100.0% | $4,695-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $3,812 | $5,051-24.5% | $6,247-39.0% | $3,332+14.4% |
| Admin fee / account holder | $17,244 | $5,420+218.1% | $9,243+86.6% | $4,645+271.2% |