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 | $292,894 | $102,317+186.3% | $146,958+99.3% | $80,856+262.2% |
| Participation rate | 93.4% | 75.8%+17.6pp | 82.2%+11.3pp | 67.6%+25.8pp |
| Annual return | 14.32% | 134.76%-120.4pp | 418.34%-404.0pp | 35.59%-21.3pp |
| Employer contribution / active EE | $7,922 | $3,713+113.3% | $4,933+60.6% | $2,755+187.6% |
| Participant deferral / active EE | $15,457 | $6,644+132.7% | $8,070+91.5% | $4,296+259.8% |
| Admin fee / account holder | $10,150 | $7,941+27.8% | $12,998-21.9% | $6,918+46.7% |