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 | $330,495 | $89,355+269.9% | $141,162+134.1% | $72,985+352.8% |
| Participation rate | 95.7% | 75.1%+20.6pp | 82.5%+13.3pp | 69.5%+26.3pp |
| Annual return | 20.84% | 111.85%-91.0pp | 71.39%-50.5pp | 81.00%-60.2pp |
| Employer contribution / active EE | $21,006 | $3,114+574.5% | $4,735+343.6% | $2,440+761.0% |
| Participant deferral / active EE | $11,361 | $5,418+109.7% | $6,709+69.3% | $3,607+214.9% |
| Admin fee / account holder | $48,091 | $5,958+707.2% | $10,261+368.7% | $5,124+838.5% |