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 | $304,899 | $89,753+239.7% | $107,525+183.6% | $84,808+259.5% |
| Participation rate | 96.0% | 68.1%+27.9pp | 75.1%+20.9pp | 68.3%+27.7pp |
| Annual return | 13.33% | 29.48%-16.1pp | 181.32%-168.0pp | 40.90%-27.6pp |
| Employer contribution / active EE | $6,791 | $3,113+118.1% | $3,754+80.9% | $2,631+158.1% |
| Participant deferral / active EE | $11,314 | $4,056+178.9% | $5,116+121.2% | $4,212+168.6% |
| Admin fee / account holder | $41,036 | $7,222+468.2% | $8,919+360.1% | $7,344+458.8% |