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 | $327,330 | $101,317+223.1% | $146,958+122.7% | $74,495+339.4% |
| Participation rate | 79.6% | 75.5%+4.0pp | 82.2%-2.6pp | 67.2%+12.4pp |
| Annual return | 14.59% | 8730.91%-8716.3pp | 418.34%-403.7pp | 1364.94%-1350.3pp |
| Employer contribution / active EE | $7,070 | $3,810+85.6% | $4,933+43.3% | $2,623+169.6% |
| Participant deferral / active EE | $9,685 | $7,303+32.6% | $8,070+20.0% | $4,346+122.9% |
| Admin fee / account holder | $17,687 | $1,739+917.1% | $12,998+36.1% | $1,942+810.9% |