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 | $304,668 | $96,305+216.4% | $80,569+278.1% | $139,434+118.5% |
| Participation rate | 84.2% | 73.6%+10.6pp | 67.0%+17.2pp | 80.3%+3.9pp |
| Annual return | 12.40% | 1350.08%-1337.7pp | 935.43%-923.0pp | 372.94%-360.5pp |
| Employer contribution / active EE | $4,388 | $3,262+34.5% | $2,723+61.1% | $4,751-7.6% |
| Participant deferral / active EE | $9,091 | $5,232+73.8% | $4,447+104.4% | $6,710+35.5% |
| Admin fee / account holder | $30,736 | $6,599+365.8% | $5,377+471.6% | $11,403+169.6% |