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 | $305,257 | $109,881+177.8% | $150,045+103.4% | $84,808+259.9% |
| Participation rate | 97.5% | 76.1%+21.4pp | 82.3%+15.2pp | 68.3%+29.2pp |
| Annual return | 17.26% | 28.25%-11.0pp | 62.55%-45.3pp | 40.90%-23.6pp |
| Employer contribution / active EE | $11,849 | $3,561+232.7% | $4,693+152.5% | $2,631+350.4% |
| Participant deferral / active EE | $10,605 | $6,636+59.8% | $7,997+32.6% | $4,212+151.8% |
| Admin fee / account holder | $1,600 | $8,568-81.3% | $13,435-88.1% | $7,344-78.2% |