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 | $257,239 | $98,750+160.5% | $149,696+71.8% | $79,858+222.1% |
| Participation rate | 96.2% | 75.8%+20.4pp | 82.5%+13.7pp | 69.6%+26.5pp |
| Annual return | 12.48% | 27.43%-14.9pp | 276.60%-264.1pp | 31.71%-19.2pp |
| Employer contribution / active EE | $13,967 | $3,216+334.2% | $4,644+200.7% | $2,471+465.3% |
| Participant deferral / active EE | $16,904 | $5,680+197.6% | $6,842+147.1% | $3,740+352.0% |
| Admin fee / account holder | $20,129 | $6,053+232.6% | $9,309+116.2% | $5,306+279.3% |