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 6-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 | $283,187 | $117,841+140.3% | $102,423+176.5% | $145,922+94.1% |
| Participation rate | 88.2% | 78.6%+9.6pp | 76.5%+11.7pp | 80.3%+8.0pp |
| Annual return | 11.11% | 31.65%-20.5pp | 29.32%-18.2pp | 561.29%-550.2pp |
| Employer contribution / active EE | $4,415 | $3,615+22.2% | $3,023+46.0% | $4,660-5.2% |
| Participant deferral / active EE | $14,093 | $5,731+145.9% | $5,053+178.9% | $6,688+110.7% |
| Admin fee / account holder | $35,679 | $13,326+167.7% | $9,451+277.5% | $13,397+166.3% |