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 | $284,706 | $74,888+280.2% | $71,209+299.8% | $142,382+100.0% |
| Participation rate | 95.7% | 76.2%+19.4pp | 73.8%+21.9pp | 80.1%+15.5pp |
| Annual return | 14.15% | 345.14%-331.0pp | 282.51%-268.4pp | 217.08%-202.9pp |
| Employer contribution / active EE | $13,048 | $2,854+357.1% | $2,721+379.5% | $4,299+203.5% |
| Participant deferral / active EE | $7,680 | $4,454+72.4% | $4,175+83.9% | $6,507+18.0% |
| Admin fee / account holder | $992 | $5,568-82.2% | $5,349-81.5% | $12,624-92.1% |