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 | $257,371 | $89,355+188.0% | $141,162+82.3% | $72,985+252.6% |
| Participation rate | 98.4% | 75.1%+23.3pp | 82.5%+15.9pp | 69.5%+28.9pp |
| Annual return | 21.46% | 111.85%-90.4pp | 71.39%-49.9pp | 81.00%-59.5pp |
| Employer contribution / active EE | $7,350 | $3,114+136.0% | $4,735+55.2% | $2,440+201.2% |
| Participant deferral / active EE | $9,444 | $5,418+74.3% | $6,709+40.8% | $3,607+161.8% |
| Admin fee / account holder | $26,561 | $5,958+345.8% | $10,261+158.8% | $5,124+418.3% |