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 | $264,378 | $93,571+182.5% | $135,903+94.5% | $75,163+251.7% |
| Participation rate | 95.5% | 75.2%+20.3pp | 81.9%+13.6pp | 67.2%+28.3pp |
| Annual return | 16.02% | 30.90%-14.9pp | 68.23%-52.2pp | 160.62%-144.6pp |
| Employer contribution / active EE | $6,855 | $3,537+93.8% | $4,856+41.2% | $2,670+156.7% |
| Participant deferral / active EE | $10,118 | $6,404+58.0% | $7,758+30.4% | $4,125+145.3% |
| Admin fee / account holder | $16,495 | $6,975+136.5% | $10,762+53.3% | $5,651+191.9% |