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 | $276,942 | $118,450+133.8% | $98,439+181.3% | $139,434+98.6% |
| Participation rate | 93.3% | 77.4%+15.9pp | 75.2%+18.2pp | 80.3%+13.0pp |
| Annual return | 16.68% | 18.94%-2.3pp | 21.16%-4.5pp | 372.94%-356.3pp |
| Employer contribution / active EE | $6,846 | $3,609+89.7% | $3,048+124.6% | $4,751+44.1% |
| Participant deferral / active EE | $7,371 | $5,392+36.7% | $4,738+55.6% | $6,710+9.8% |
| Admin fee / account holder | $42,564 | $14,026+203.5% | $8,948+375.7% | $11,403+273.3% |