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 | $259,356 | $100,041+159.2% | $149,718+73.2% | $70,131+269.8% |
| Participation rate | 92.9% | 83.6%+9.3pp | 87.1%+5.8pp | 69.5%+23.3pp |
| Annual return | 14.61% | 27.43%-12.8pp | 1501.63%-1487.0pp | 73.14%-58.5pp |
| Employer contribution / active EE | $4,756 | $3,662+29.9% | $5,445-12.7% | $2,342+103.0% |
| Participant deferral / active EE | $8,442 | $4,983+69.4% | $6,569+28.5% | $3,332+153.4% |
| Admin fee / account holder | $46,509 | $8,286+461.3% | $11,283+312.2% | $4,645+901.2% |