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 | $255,175 | $93,571+172.7% | $135,903+87.8% | $75,163+239.5% |
| Participation rate | 95.4% | 75.2%+20.2pp | 81.9%+13.5pp | 67.2%+28.2pp |
| Annual return | 21.58% | 30.90%-9.3pp | 68.23%-46.6pp | 160.62%-139.0pp |
| Employer contribution / active EE | $6,843 | $3,537+93.5% | $4,856+40.9% | $2,670+156.3% |
| Participant deferral / active EE | $14,802 | $6,404+131.1% | $7,758+90.8% | $4,125+258.8% |
| Admin fee / account holder | $1,732 | $6,975-75.2% | $10,762-83.9% | $5,651-69.4% |