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 | $351,563 | $124,281+182.9% | $109,143+222.1% | $167,490+109.9% |
| Participation rate | 87.5% | 79.4%+8.1pp | 75.9%+11.6pp | 82.1%+5.4pp |
| Annual return | 16.16% | 26.04%-9.9pp | 25.75%-9.6pp | 478.56%-462.4pp |
| Employer contribution / active EE | $9,509 | $4,207+126.0% | $3,722+155.5% | $4,837+96.6% |
| Participant deferral / active EE | $9,634 | $5,255+83.3% | $4,653+107.0% | $6,341+51.9% |
| Admin fee / account holder | $87,713 | $7,970+1000.6% | $6,752+1199.0% | $12,309+612.6% |