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 | $286,199 | $77,899+267.4% | $149,673+91.2% | $75,163+280.8% |
| Participation rate | 86.7% | 65.6%+21.1pp | 78.8%+7.9pp | 67.2%+19.5pp |
| Annual return | 14.23% | 31.72%-17.5pp | 134.42%-120.2pp | 160.62%-146.4pp |
| Employer contribution / active EE | $13,169 | $3,137+319.7% | $4,818+173.3% | $2,670+393.2% |
| Participant deferral / active EE | $10,818 | $3,411+217.2% | $5,680+90.5% | $4,125+162.3% |
| Admin fee / account holder | $85,241 | $5,956+1331.1% | $13,210+545.3% | $5,651+1408.4% |