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 | $258,032 | $112,881+128.6% | $90,951+183.7% | $158,922+62.4% |
| Participation rate | 94.1% | 74.7%+19.4pp | 69.0%+25.1pp | 82.0%+12.2pp |
| Annual return | 15.54% | 215.79%-200.2pp | 134.60%-119.1pp | 302.83%-287.3pp |
| Employer contribution / active EE | $6,796 | $2,893+134.9% | $2,122+220.3% | $4,761+42.7% |
| Participant deferral / active EE | $6,893 | $4,128+67.0% | $3,373+104.4% | $5,982+15.2% |
| Admin fee / account holder | $16,797 | $8,041+108.9% | $5,959+181.9% | $11,246+49.4% |