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 | $278,073 | $83,902+231.4% | $167,512+66.0% | $84,808+227.9% |
| Participation rate | 79.1% | 66.5%+12.6pp | 77.1%+2.0pp | 68.3%+10.8pp |
| Annual return | 16.25% | 91.55%-75.3pp | 1615.79%-1599.5pp | 40.90%-24.6pp |
| Employer contribution / active EE | $6,459 | $2,264+185.3% | $3,882+66.4% | $2,631+145.5% |
| Participant deferral / active EE | $10,888 | $4,442+145.1% | $6,405+70.0% | $4,212+158.5% |
| Admin fee / account holder | $8,023 | $7,915+1.4% | $9,769-17.9% | $7,344+9.3% |