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 | $250,578 | $93,571+167.8% | $135,903+84.4% | $75,163+233.4% |
| Participation rate | 95.0% | 75.2%+19.8pp | 81.9%+13.1pp | 67.2%+27.8pp |
| Annual return | 21.82% | 30.90%-9.1pp | 68.23%-46.4pp | 160.62%-138.8pp |
| Employer contribution / active EE | $10,705 | $3,537+202.7% | $4,856+120.4% | $2,670+301.0% |
| Participant deferral / active EE | $15,083 | $6,404+135.5% | $7,758+94.4% | $4,125+265.6% |
| Admin fee / account holder | $23,308 | $6,975+234.1% | $10,762+116.6% | $5,651+312.5% |