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 | $289,187 | $89,355+223.6% | $141,162+104.9% | $72,985+296.2% |
| Participation rate | 81.0% | 75.1%+5.9pp | 82.5%-1.4pp | 69.5%+11.5pp |
| Annual return | 20.36% | 111.85%-91.5pp | 71.39%-51.0pp | 81.00%-60.6pp |
| Employer contribution / active EE | $4,035 | $3,114+29.6% | $4,735-14.8% | $2,440+65.4% |
| Participant deferral / active EE | $12,307 | $5,418+127.1% | $6,709+83.4% | $3,607+241.2% |
| Admin fee / account holder | $99,812 | $5,958+1575.2% | $10,261+872.7% | $5,124+1847.8% |