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 | $388,115 | $109,413+254.7% | $156,263+148.4% | $84,808+357.6% |
| Participation rate | 96.3% | 72.7%+23.6pp | 78.9%+17.4pp | 68.3%+28.0pp |
| Annual return | 13.35% | 20.18%-6.8pp | 59.47%-46.1pp | 40.90%-27.5pp |
| Employer contribution / active EE | $6,744 | $2,907+132.0% | $4,333+55.6% | $2,631+156.3% |
| Participant deferral / active EE | $15,043 | $4,590+227.8% | $6,158+144.3% | $4,212+257.2% |
| Admin fee / account holder | $27,645 | $9,357+195.5% | $14,255+93.9% | $7,344+276.4% |