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 | $353,073 | $91,552+285.7% | $133,956+163.6% | $79,858+342.1% |
| Participation rate | 93.1% | 73.3%+19.8pp | 79.8%+13.3pp | 69.6%+23.5pp |
| Annual return | 18.82% | 61.85%-43.0pp | 45.09%-26.3pp | 31.71%-12.9pp |
| Employer contribution / active EE | $4,692 | $2,384+96.8% | $3,919+19.7% | $2,471+89.9% |
| Participant deferral / active EE | $13,622 | $3,733+264.9% | $5,048+169.9% | $3,740+264.2% |
| Admin fee / account holder | $30,599 | $6,321+384.1% | $8,927+242.8% | $5,306+476.7% |