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 | $282,090 | $72,277+290.3% | $101,248+178.6% | $79,858+253.2% |
| Participation rate | 97.6% | 68.5%+29.1pp | 75.8%+21.8pp | 69.6%+27.9pp |
| Annual return | 15.30% | 22.30%-7.0pp | 46.47%-31.2pp | 31.71%-16.4pp |
| Employer contribution / active EE | $11,919 | $2,692+342.8% | $3,660+225.7% | $2,471+382.4% |
| Participant deferral / active EE | $6,672 | $3,282+103.3% | $4,370+52.7% | $3,740+78.4% |
| Admin fee / account holder | $20,973 | $4,400+376.6% | $5,945+252.8% | $5,306+295.2% |