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 | $280,645 | $105,181+166.8% | $159,436+76.0% | $85,850+226.9% |
| Participation rate | 94.7% | 75.8%+19.0pp | 82.8%+11.9pp | 69.3%+25.4pp |
| Annual return | 13.00% | 45.07%-32.1pp | 263.57%-250.6pp | 318.53%-305.5pp |
| Employer contribution / active EE | $6,547 | $3,318+97.3% | $4,829+35.6% | $2,565+155.2% |
| Participant deferral / active EE | $10,802 | $5,945+81.7% | $7,352+46.9% | $3,952+173.4% |
| Admin fee / account holder | $6,723 | $6,933-3.0% | $10,799-37.7% | $6,260+7.4% |