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 | $313,981 | $85,766+266.1% | $136,294+130.4% | $70,131+347.7% |
| Participation rate | 96.6% | 74.2%+22.4pp | 81.9%+14.6pp | 69.5%+27.0pp |
| Annual return | 15.12% | 31.45%-16.3pp | 5155.94%-5140.8pp | 73.14%-58.0pp |
| Employer contribution / active EE | $14,995 | $2,966+405.5% | $4,695+219.4% | $2,342+540.1% |
| Participant deferral / active EE | $16,995 | $5,051+236.4% | $6,247+172.0% | $3,332+410.1% |
| Admin fee / account holder | $10,842 | $5,420+100.0% | $9,243+17.3% | $4,645+133.4% |