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 | $265,910 | $102,317+159.9% | $146,958+80.9% | $80,856+228.9% |
| Participation rate | 83.6% | 75.8%+7.8pp | 82.2%+1.5pp | 67.6%+16.0pp |
| Annual return | 12.80% | 134.76%-122.0pp | 418.34%-405.5pp | 35.59%-22.8pp |
| Employer contribution / active EE | $12,333 | $3,713+232.1% | $4,933+150.0% | $2,755+347.7% |
| Participant deferral / active EE | $12,334 | $6,644+85.6% | $8,070+52.8% | $4,296+187.1% |
| Admin fee / account holder | $9,269 | $7,941+16.7% | $12,998-28.7% | $6,918+34.0% |