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 | $268,831 | $89,753+199.5% | $107,525+150.0% | $84,808+217.0% |
| Participation rate | 98.6% | 68.1%+30.5pp | 75.1%+23.5pp | 68.3%+30.3pp |
| Annual return | 14.23% | 29.48%-15.2pp | 181.32%-167.1pp | 40.90%-26.7pp |
| Employer contribution / active EE | $5,175 | $3,113+66.2% | $3,754+37.9% | $2,631+96.7% |
| Participant deferral / active EE | $9,347 | $4,056+130.4% | $5,116+82.7% | $4,212+121.9% |
| Admin fee / account holder | $45,440 | $7,222+529.2% | $8,919+409.5% | $7,344+518.7% |