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 | $258,092 | $70,606+265.5% | $53,898+378.9% | $142,382+81.3% |
| Participation rate | 83.3% | 63.7%+19.6pp | 55.0%+28.4pp | 80.1%+3.2pp |
| Annual return | 16.63% | 619.81%-603.2pp | 528.60%-512.0pp | 217.08%-200.4pp |
| Employer contribution / active EE | $5,000 | $1,202+315.9% | $932+436.4% | $4,299+16.3% |
| Participant deferral / active EE | $3,904 | $2,364+65.2% | $1,826+113.8% | $6,507-40.0% |
| Admin fee / account holder | $32,571 | $2,852+1042.2% | $2,491+1207.7% | $12,624+158.0% |