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 | $273,854 | $77,813+251.9% | $123,544+121.7% | $64,186+326.7% |
| Participation rate | 92.3% | 74.7%+17.6pp | 82.3%+10.0pp | 69.6%+22.7pp |
| Annual return | 9.71% | 12.48%-2.8pp | 119.20%-109.5pp | 7.63%+2.1pp |
| Employer contribution / active EE | $9,976 | $3,014+231.0% | $4,628+115.6% | $2,381+319.0% |
| Participant deferral / active EE | $9,034 | $5,240+72.4% | $6,426+40.6% | $3,470+160.4% |
| Admin fee / account holder | $39,098 | $5,519+608.5% | $9,284+321.1% | $4,888+699.9% |