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 | $274,183 | $85,766+219.7% | $136,294+101.2% | $70,131+291.0% |
| Participation rate | 96.4% | 74.2%+22.3pp | 81.9%+14.5pp | 69.5%+26.9pp |
| Annual return | 16.60% | 31.45%-14.9pp | 5155.94%-5139.3pp | 73.14%-56.5pp |
| Employer contribution / active EE | $13,390 | $2,966+351.4% | $4,695+185.2% | $2,342+471.6% |
| Participant deferral / active EE | $4,596 | $5,051-9.0% | $6,247-26.4% | $3,332+37.9% |
| Admin fee / account holder | $5,814 | $5,420+7.3% | $9,243-37.1% | $4,645+25.2% |