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 | $268,870 | $105,181+155.6% | $159,436+68.6% | $85,850+213.2% |
| Participation rate | 96.2% | 75.8%+20.4pp | 82.8%+13.3pp | 69.3%+26.8pp |
| Annual return | 15.36% | 45.07%-29.7pp | 263.57%-248.2pp | 318.53%-303.2pp |
| Employer contribution / active EE | $5,410 | $3,318+63.0% | $4,829+12.0% | $2,565+110.9% |
| Participant deferral / active EE | $10,532 | $5,945+77.2% | $7,352+43.2% | $3,952+166.5% |
| Admin fee / account holder | $3,742 | $6,933-46.0% | $10,799-65.4% | $6,260-40.2% |