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 | $391,668 | $89,355+338.3% | $141,162+177.5% | $72,985+436.6% |
| Participation rate | 93.2% | 75.1%+18.1pp | 82.5%+10.7pp | 69.5%+23.7pp |
| Annual return | 20.55% | 111.85%-91.3pp | 71.39%-50.8pp | 81.00%-60.5pp |
| Employer contribution / active EE | $13,561 | $3,114+335.4% | $4,735+186.4% | $2,440+455.8% |
| Participant deferral / active EE | $11,179 | $5,418+106.3% | $6,709+66.6% | $3,607+209.9% |
| Admin fee / account holder | $1,514 | $5,958-74.6% | $10,261-85.2% | $5,124-70.5% |