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 | $285,238 | $99,918+185.5% | $81,382+250.5% | $145,922+95.5% |
| Participation rate | 95.2% | 74.2%+21.1pp | 69.5%+25.8pp | 80.3%+15.0pp |
| Annual return | 20.25% | 34.32%-14.1pp | 24.73%-4.5pp | 561.29%-541.0pp |
| Employer contribution / active EE | $9,524 | $2,978+219.8% | $2,463+286.7% | $4,660+104.4% |
| Participant deferral / active EE | $6,661 | $4,605+44.7% | $3,883+71.5% | $6,688-0.4% |
| Admin fee / account holder | $36,805 | $8,212+348.2% | $5,768+538.0% | $13,397+174.7% |