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 | $383,700 | $118,450+223.9% | $98,439+289.8% | $139,434+175.2% |
| Participation rate | 95.8% | 77.4%+18.4pp | 75.2%+20.7pp | 80.3%+15.5pp |
| Annual return | 21.06% | 18.94%+2.1pp | 21.16%-0.1pp | 372.94%-351.9pp |
| Employer contribution / active EE | $10,903 | $3,609+202.1% | $3,048+257.7% | $4,751+129.5% |
| Participant deferral / active EE | $11,172 | $5,392+107.2% | $4,738+135.8% | $6,710+66.5% |
| Admin fee / account holder | $4,857 | $14,026-65.4% | $8,948-45.7% | $11,403-57.4% |