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 | $276,143 | $91,190+202.8% | $178,490+54.7% | $79,858+245.8% |
| Participation rate | 94.3% | 69.2%+25.1pp | 81.9%+12.4pp | 69.6%+24.7pp |
| Annual return | 10.78% | 24.19%-13.4pp | 151.07%-140.3pp | 31.71%-20.9pp |
| Employer contribution / active EE | $12,456 | $3,256+282.6% | $5,011+148.6% | $2,471+404.1% |
| Participant deferral / active EE | $7,039 | $3,236+117.5% | $5,202+35.3% | $3,740+88.2% |
| Admin fee / account holder | $77,107 | $6,751+1042.2% | $13,984+451.4% | $5,306+1353.1% |