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 | $345,122 | $83,902+311.3% | $167,512+106.0% | $84,808+306.9% |
| Participation rate | 81.8% | 66.5%+15.4pp | 77.1%+4.8pp | 68.3%+13.5pp |
| Annual return | 19.45% | 91.55%-72.1pp | 1615.79%-1596.3pp | 40.90%-21.4pp |
| Employer contribution / active EE | $6,782 | $2,264+199.6% | $3,882+74.7% | $2,631+157.8% |
| Participant deferral / active EE | $14,097 | $4,442+217.3% | $6,405+120.1% | $4,212+234.7% |
| Admin fee / account holder | $9,697 | $7,915+22.5% | $9,769-0.7% | $7,344+32.0% |