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 | $438,272 | $106,515+311.5% | $96,683+353.3% | $139,434+214.3% |
| Participation rate | 93.8% | 77.8%+15.9pp | 74.3%+19.4pp | 80.3%+13.4pp |
| Annual return | 18.25% | 38.43%-20.2pp | 35.69%-17.4pp | 372.94%-354.7pp |
| Employer contribution / active EE | $22,406 | $4,103+446.1% | $3,737+499.6% | $4,751+371.6% |
| Participant deferral / active EE | $12,984 | $5,454+138.1% | $4,878+166.2% | $6,710+93.5% |
| Admin fee / account holder | $3,614 | $7,877-54.1% | $6,730-46.3% | $11,403-68.3% |