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 | $313,863 | $105,181+198.4% | $159,436+96.9% | $85,850+265.6% |
| Participation rate | 95.2% | 75.8%+19.5pp | 82.8%+12.4pp | 69.3%+25.9pp |
| Annual return | 13.20% | 45.07%-31.9pp | 263.57%-250.4pp | 318.53%-305.3pp |
| Employer contribution / active EE | $4,211 | $3,318+26.9% | $4,829-12.8% | $2,565+64.1% |
| Participant deferral / active EE | $8,879 | $5,945+49.4% | $7,352+20.8% | $3,952+124.7% |
| Admin fee / account holder | $55,890 | $6,933+706.1% | $10,799+417.6% | $6,260+792.8% |