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 | $258,067 | $93,571+175.8% | $135,903+89.9% | $75,163+243.3% |
| Participation rate | 97.9% | 75.2%+22.7pp | 81.9%+16.0pp | 67.2%+30.7pp |
| Annual return | 17.85% | 30.90%-13.1pp | 68.23%-50.4pp | 160.62%-142.8pp |
| Employer contribution / active EE | $4,474 | $3,537+26.5% | $4,856-7.9% | $2,670+67.6% |
| Participant deferral / active EE | $14,279 | $6,404+123.0% | $7,758+84.1% | $4,125+246.1% |
| Admin fee / account holder | $30,321 | $6,975+334.7% | $10,762+181.7% | $5,651+436.6% |