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 | $277,859 | $100,773+175.7% | $88,946+212.4% | $142,382+95.2% |
| Participation rate | 92.9% | 74.3%+18.6pp | 68.8%+24.0pp | 80.1%+12.7pp |
| Annual return | 15.38% | 70.18%-54.8pp | 57.82%-42.4pp | 217.08%-201.7pp |
| Employer contribution / active EE | $4,775 | $2,918+63.6% | $2,555+86.9% | $4,299+11.1% |
| Participant deferral / active EE | $11,063 | $5,230+111.5% | $4,581+141.5% | $6,507+70.0% |
| Admin fee / account holder | $18,068 | $9,693+86.4% | $8,261+118.7% | $12,624+43.1% |