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 | $262,103 | $89,355+193.3% | $141,162+85.7% | $72,985+259.1% |
| Participation rate | 96.0% | 75.1%+20.9pp | 82.5%+13.5pp | 69.5%+26.5pp |
| Annual return | 23.03% | 111.85%-88.8pp | 71.39%-48.4pp | 81.00%-58.0pp |
| Employer contribution / active EE | $5,600 | $3,114+79.8% | $4,735+18.3% | $2,440+129.5% |
| Participant deferral / active EE | $9,643 | $5,418+78.0% | $6,709+43.7% | $3,607+167.3% |
| Admin fee / account holder | $38,432 | $5,958+545.0% | $10,261+274.5% | $5,124+650.0% |