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 | $270,054 | $125,758+114.7% | $169,993+58.9% | $75,163+259.3% |
| Participation rate | 96.7% | 83.6%+13.1pp | 87.0%+9.7pp | 67.2%+29.5pp |
| Annual return | 22.50% | 27.20%-4.7pp | 53.37%-30.9pp | 160.62%-138.1pp |
| Employer contribution / active EE | $8,376 | $4,615+81.5% | $6,785+23.4% | $2,670+213.7% |
| Participant deferral / active EE | $18,336 | $6,837+168.2% | $10,408+76.2% | $4,125+344.5% |
| Admin fee / account holder | $17,060 | $8,173+108.7% | $12,815+33.1% | $5,651+201.9% |