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 | $341,265 | $63,346+438.7% | $92,233+270.0% | $70,131+386.6% |
| Participation rate | 98.7% | 68.7%+30.0pp | 76.5%+22.2pp | 69.5%+29.2pp |
| Annual return | 25.12% | 530.12%-505.0pp | 176.28%-151.2pp | 73.14%-48.0pp |
| Employer contribution / active EE | $7,331 | $2,471+196.7% | $3,679+99.2% | $2,342+213.0% |
| Participant deferral / active EE | $15,104 | $2,854+429.3% | $3,897+287.6% | $3,332+353.3% |
| Admin fee / account holder | $19,700 | $3,840+413.0% | $5,194+279.3% | $4,645+324.1% |