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 | $311,974 | $109,881+183.9% | $150,045+107.9% | $84,808+267.9% |
| Participation rate | 93.2% | 76.1%+17.1pp | 82.3%+10.9pp | 68.3%+24.9pp |
| Annual return | 15.95% | 28.25%-12.3pp | 62.55%-46.6pp | 40.90%-24.9pp |
| Employer contribution / active EE | $9,545 | $3,561+168.0% | $4,693+103.4% | $2,631+262.8% |
| Participant deferral / active EE | $10,134 | $6,636+52.7% | $7,997+26.7% | $4,212+140.6% |
| Admin fee / account holder | $82,804 | $8,568+866.4% | $13,435+516.3% | $7,344+1027.5% |